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 | $103,149 | $56,110+83.8% | $94,993+8.6% | $70,126+47.1% |
| Participation rate | 52.1% | 65.0%-12.9pp | 73.9%-21.8pp | 69.5%-17.5pp |
| Annual return | 21.24% | 51.02%-29.8pp | 27.14%-5.9pp | 73.15%-51.9pp |
| Employer contribution / active EE | $2,099 | $1,442+45.6% | $2,603-19.4% | $2,343-10.4% |
| Participant deferral / active EE | $4,497 | $2,391+88.1% | $3,317+35.6% | $3,332+35.0% |
| Admin fee / account holder | $426 | $3,456-87.7% | $4,960-91.4% | $4,645-90.8% |