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 | $83,816 | $65,367+28.2% | $92,915-9.8% | $72,976+14.9% |
| Participation rate | 60.6% | 68.3%-7.7pp | 76.0%-15.4pp | 69.5%-8.9pp |
| Annual return | 19.38% | 42.11%-22.7pp | 109.45%-90.1pp | 81.02%-61.6pp |
| Employer contribution / active EE | $2,873 | $2,594+10.8% | $3,653-21.4% | $2,440+17.7% |
| Participant deferral / active EE | $6,754 | $3,128+115.9% | $4,238+59.4% | $3,608+87.2% |
| Admin fee / account holder | $5,238 | $4,251+23.2% | $5,796-9.6% | $5,124+2.2% |