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 | $95,531 | $55,684+71.6% | $75,900+25.9% | $72,976+30.9% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.3%-6.8pp | 69.5%-7.0pp |
| Annual return | 22.57% | 27.60%-5.0pp | 30.73%-8.2pp | 81.02%-58.4pp |
| Employer contribution / active EE | $1,749 | $1,687+3.7% | $2,501-30.1% | $2,440-28.3% |
| Participant deferral / active EE | $4,282 | $2,634+62.6% | $3,604+18.8% | $3,608+18.7% |
| Admin fee / account holder | $340 | $3,981-91.5% | $5,421-93.7% | $5,124-93.4% |