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 | $112,735 | $81,487+38.3% | $102,412+10.1% | $80,935+39.3% |
| Participation rate | 68.8% | 66.8%+1.9pp | 74.5%-5.8pp | 67.7%+1.1pp |
| Annual return | 13.05% | 25.60%-12.5pp | 24.94%-11.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,110 | $3,103-64.2% | $3,870-71.3% | $2,757-59.7% |
| Participant deferral / active EE | $4,648 | $3,871+20.1% | $5,060-8.2% | $4,299+8.1% |
| Admin fee / account holder | $2,138 | $6,717-68.2% | $8,388-74.5% | $6,924-69.1% |