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 | $118,618 | $81,504+45.5% | $102,437+15.8% | $80,959+46.5% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 12.96% | 25.60%-12.6pp | 24.95%-12.0pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,409 | $3,104-22.4% | $3,871-37.8% | $2,757-12.6% |
| Participant deferral / active EE | $5,019 | $3,871+29.7% | $5,060-0.8% | $4,300+16.7% |
| Admin fee / account holder | $9,358 | $6,719+39.3% | $8,388+11.6% | $6,925+35.1% |