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 | $111,448 | $81,446+36.8% | $103,374+7.8% | $80,874+37.8% |
| Participation rate | 59.1% | 66.9%-7.8pp | 74.5%-15.4pp | 67.6%-8.6pp |
| Annual return | 14.19% | 25.57%-11.4pp | 24.89%-10.7pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,923 | $3,107-38.1% | $3,869-50.3% | $2,756-30.2% |
| Participant deferral / active EE | $4,874 | $3,870+25.9% | $5,058-3.6% | $4,297+13.4% |
| Admin fee / account holder | $3,921 | $6,715-41.6% | $8,394-53.3% | $6,935-43.5% |