Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,556 | $112,729-21.4% | $98,716-10.3% | $137,256-35.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 12.61% | 38.48%-25.9pp | 31.81%-19.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $912 | $2,725-66.5% | $2,279-60.0% | $4,156-78.1% |
| Participant deferral / active EE | $1,392 | $4,640-70.0% | $4,048-65.6% | $6,407-78.3% |
| Admin fee / account holder | $365 | $10,129-96.4% | $8,703-95.8% | $12,270-97.0% |