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 | $112,594 | $73,787+52.6% | $98,716+14.1% | $82,448+36.6% |
| Participation rate | 55.6% | 61.4%-5.9pp | 69.3%-13.7pp | 68.1%-12.5pp |
| Annual return | 19.71% | 18.57%+1.1pp | 31.81%-12.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,689 | $1,511+11.8% | $2,279-25.9% | $2,551-33.8% |
| Participant deferral / active EE | $4,157 | $3,081+34.9% | $4,048+2.7% | $4,139+0.4% |
| Admin fee / account holder | $21,523 | $6,500+231.1% | $8,703+147.3% | $7,234+197.5% |