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 | $98,871 | $95,453+3.6% | $112,040-11.8% | $82,448+19.9% |
| Participation rate | 61.6% | 72.8%-11.1pp | 76.5%-14.9pp | 68.1%-6.4pp |
| Annual return | 26.76% | 23.92%+2.8pp | 24.52%+2.2pp | 41.64%-14.9pp |
| Employer contribution / active EE | $1,835 | $2,318-20.8% | $2,954-37.9% | $2,551-28.1% |
| Participant deferral / active EE | $4,185 | $4,224-0.9% | $5,098-17.9% | $4,139+1.1% |
| Admin fee / account holder | $1,555 | $9,013-82.7% | $12,098-87.1% | $7,234-78.5% |