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 | $99,726 | $54,757+82.1% | $90,304+10.4% | $72,975+36.7% |
| Participation rate | 57.1% | 65.2%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 23.94% | 30.63%-6.7pp | 78.13%-54.2pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,996 | $2,093-4.6% | $2,855-30.1% | $2,440-18.2% |
| Participant deferral / active EE | $5,176 | $2,887+79.3% | $3,885+33.2% | $3,608+43.5% |
| Admin fee / account holder | $14,346 | $3,973+261.1% | $5,354+168.0% | $5,124+180.0% |