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 | $100,429 | $107,733-6.8% | $92,985+8.0% | $154,746-35.1% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 8.01% | 30.39%-22.4pp | 27.99%-20.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $2,976 | $3,126-4.8% | $2,662+11.8% | $4,379-32.0% |
| Participant deferral / active EE | $7,276 | $5,053+44.0% | $4,377+66.2% | $6,730+8.1% |
| Admin fee / account holder | $1,534 | $11,369-86.5% | $9,463-83.8% | $14,365-89.3% |