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 | $90,872 | $89,515+1.5% | $103,065-11.8% | $80,959+12.2% |
| Participation rate | 22.7% | 76.0%-53.3pp | 80.6%-57.9pp | 67.7%-45.0pp |
| Annual return | 21.96% | 22.82%-0.9pp | 23.95%-2.0pp | 35.67%-13.7pp |
| Employer contribution / active EE | $1,908 | $4,015-52.5% | $4,675-59.2% | $2,757-30.8% |
| Participant deferral / active EE | $3,036 | $5,463-44.4% | $6,625-54.2% | $4,300-29.4% |
| Admin fee / account holder | $9,132 | $6,527+39.9% | $9,349-2.3% | $6,925+31.9% |