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 | $112,277 | $81,487+37.8% | $102,412+9.6% | $80,935+38.7% |
| Participation rate | 69.4% | 66.8%+2.6pp | 74.5%-5.1pp | 67.7%+1.8pp |
| Annual return | 15.17% | 25.60%-10.4pp | 24.94%-9.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,428 | $3,103-21.8% | $3,870-37.3% | $2,757-11.9% |
| Participant deferral / active EE | $6,207 | $3,871+60.4% | $5,060+22.7% | $4,299+44.4% |
| Admin fee / account holder | $842 | $6,717-87.5% | $8,388-90.0% | $6,924-87.8% |