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 | $94,325 | $89,532+5.4% | $103,447-8.8% | $80,925+16.6% |
| Participation rate | 68.3% | 76.0%-7.7pp | 80.5%-12.2pp | 67.7%+0.6pp |
| Annual return | 11.85% | 22.80%-10.9pp | 23.92%-12.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $5,635 | $4,023+40.1% | $4,678+20.5% | $2,756+104.4% |
| Participant deferral / active EE | $5,250 | $5,459-3.8% | $6,624-20.7% | $4,299+22.1% |
| Admin fee / account holder | $2,607 | $6,774-61.5% | $9,415-72.3% | $6,940-62.4% |