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 | $95,802 | $104,098-8.0% | $140,514-31.8% | $94,015+1.9% |
| Participation rate | 66.7% | 73.7%-7.0pp | 77.8%-11.1pp | 70.8%-4.2pp |
| Annual return | 18.04% | 15.14%+2.9pp | 14.36%+3.7pp | 17.84%+0.2pp |
| Employer contribution / active EE | $2,157 | $2,388-9.7% | $3,378-36.2% | $2,790-22.7% |
| Participant deferral / active EE | $5,044 | $4,033+25.1% | $4,919+2.5% | $4,249+18.7% |
| Admin fee / account holder | $3,593 | $10,439-65.6% | $13,697-73.8% | $8,951-59.9% |