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 | $89,372 | $76,551+16.7% | $123,894-27.9% | $62,881+42.1% |
| Participation rate | 68.3% | 73.0%-4.7pp | 81.4%-13.1pp | 69.3%-1.0pp |
| Annual return | 10.17% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $4,157 | $2,882+44.2% | $4,617-10.0% | $2,281+82.3% |
| Participant deferral / active EE | $5,684 | $4,840+17.5% | $5,984-5.0% | $3,203+77.5% |
| Admin fee / account holder | $2,091 | $4,826-56.7% | $8,357-75.0% | $4,296-51.3% |