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 | $103,331 | $72,607+42.3% | $90,259+14.5% | $87,485+18.1% |
| Participation rate | 53.8% | 64.8%-11.0pp | 70.7%-16.9pp | 68.9%-15.1pp |
| Annual return | 18.60% | 18.59%0pp | 18.88%-0.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,837 | $1,919-4.3% | $2,291-19.8% | $2,596-29.2% |
| Participant deferral / active EE | $4,300 | $3,055+40.8% | $3,827+12.4% | $4,274+0.6% |
| Admin fee / account holder | $2,405 | $5,947-59.6% | $7,267-66.9% | $7,775-69.1% |