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 | $94,635 | $47,848+97.8% | $81,473+16.2% | $70,126+35.0% |
| Participation rate | 54.3% | 58.3%-4.0pp | 68.0%-13.6pp | 69.5%-15.2pp |
| Annual return | 15.50% | 27.25%-11.7pp | 38.78%-23.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,403 | $1,527+57.3% | $2,568-6.4% | $2,343+2.6% |
| Participant deferral / active EE | $2,121 | $2,453-13.6% | $3,537-40.0% | $3,332-36.4% |
| Admin fee / account holder | $13,010 | $3,145+313.7% | $4,561+185.2% | $4,645+180.1% |