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 | $107,185 | $95,453+12.3% | $112,040-4.3% | $82,448+30.0% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.5%-17.2pp | 68.1%-8.8pp |
| Annual return | 14.40% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $725 | $2,318-68.7% | $2,954-75.5% | $2,551-71.6% |
| Participant deferral / active EE | $2,590 | $4,224-38.7% | $5,098-49.2% | $4,139-37.4% |
| Admin fee / account holder | $8,685 | $9,013-3.6% | $12,098-28.2% | $7,234+20.0% |