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 | $75,720+36.5% | $90,312+14.4% | $86,983+18.8% |
| Participation rate | 53.8% | 66.3%-12.4pp | 72.9%-19.0pp | 69.5%-15.7pp |
| Annual return | 18.60% | 18.55%0pp | 18.90%-0.3pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,837 | $1,945-5.6% | $2,243-18.1% | $2,584-28.9% |
| Participant deferral / active EE | $4,300 | $3,001+43.3% | $3,749+14.7% | $4,194+2.5% |
| Admin fee / account holder | $2,405 | $6,201-61.2% | $8,248-70.8% | $7,856-69.4% |