Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $63,252 | $81,476-22.4% | $102,383-38.2% | $80,925-21.8% |
| Participation rate | 66.0% | 66.8%-0.8pp | 74.5%-8.5pp | 67.7%-1.6pp |
| Annual return | 21.22% | 25.59%-4.4pp | 24.94%-3.7pp | 35.65%-14.4pp |
| Employer contribution / active EE | $4,983 | $3,105+60.5% | $3,870+28.8% | $2,756+80.8% |
| Participant deferral / active EE | $8,461 | $3,871+118.6% | $5,060+67.2% | $4,299+96.8% |
| Admin fee / account holder | $370 | $6,717-94.5% | $8,391-95.6% | $6,940-94.7% |