Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,162 | $58,627+52.1% | $76,735+16.2% | $82,448+8.1% |
| Participation rate | 55.2% | 63.2%-8.0pp | 69.5%-14.3pp | 68.1%-12.9pp |
| Annual return | 15.02% | 39.10%-24.1pp | 29.77%-14.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,963 | $1,729+13.5% | $2,454-20.0% | $2,551-23.0% |
| Participant deferral / active EE | $4,764 | $3,134+52.0% | $4,088+16.5% | $4,139+15.1% |
| Admin fee / account holder | $878 | $5,323-83.5% | $7,189-87.8% | $7,234-87.9% |