Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $99,401 | $106,864-7.0% | $147,318-32.5% | $82,637+20.3% |
| Participation rate | 65.7% | 75.5%-9.8pp | 82.1%-16.4pp | 68.1%-2.3pp |
| Annual return | 22.34% | 27.49%-5.1pp | 70.43%-48.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $4,823 | $3,417+41.2% | $4,593+5.0% | $2,552+89.0% |
| Participant deferral / active EE | $11,486 | $6,496+76.8% | $7,906+45.3% | $4,126+178.4% |
| Admin fee / account holder | $3,093 | $8,415-63.2% | $13,708-77.4% | $7,339-57.9% |