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 | $91,639 | $64,920+41.2% | $103,693-11.6% | $86,983+5.4% |
| Participation rate | 62.8% | 63.6%-0.8pp | 72.6%-9.9pp | 69.5%-6.8pp |
| Annual return | 16.95% | 30.29%-13.3pp | 47.61%-30.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,631 | $2,141+22.9% | $2,920-9.9% | $2,584+1.8% |
| Participant deferral / active EE | $6,269 | $3,241+93.4% | $4,579+36.9% | $4,194+49.5% |
| Admin fee / account holder | $1,393 | $6,191-77.5% | $7,858-82.3% | $7,856-82.3% |