Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,588 | $55,932+8.3% | $76,735-21.0% | $67,986-10.9% |
| Participation rate | 59.7% | 50.8%+8.9pp | 69.5%-9.8pp | 57.2%+2.5pp |
| Annual return | 15.40% | 23.10%-7.7pp | 29.77%-14.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $2,549 | $1,487+71.5% | $2,454+3.9% | $2,019+26.3% |
| Participant deferral / active EE | $5,083 | $2,558+98.7% | $4,088+24.3% | $3,358+51.4% |
| Admin fee / account holder | $6,632 | $4,907+35.2% | $7,189-7.7% | $3,203+107.0% |