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 | $240,924 | $86,949+177.1% | $102,460+135.1% | $80,959+197.6% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.7pp | 67.7%+0.2pp |
| Annual return | 12.13% | 18.89%-6.8pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,568 | $2,370+8.4% | $3,025-15.1% | $2,757-6.9% |
| Participant deferral / active EE | $6,810 | $4,121+65.2% | $5,056+34.7% | $4,300+58.4% |
| Admin fee / account holder | $4,439 | $8,048-44.8% | $9,460-53.1% | $6,925-35.9% |