Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,132 | $53,774+102.9% | $134,162-18.7% | $79,852+36.7% |
| Participation rate | 56.0% | 58.8%-2.8pp | 72.2%-16.2pp | 69.6%-13.6pp |
| Annual return | 21.05% | 19.01%+2.0pp | 36.35%-15.3pp | 31.72%-10.7pp |
| Employer contribution / active EE | $863 | $1,322-34.7% | $3,705-76.7% | $2,471-65.1% |
| Participant deferral / active EE | $1,858 | $2,420-23.2% | $3,500-46.9% | $3,740-50.3% |
| Admin fee / account holder | $2,014 | $3,985-49.5% | $6,685-69.9% | $5,306-62.1% |