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 | $114,825 | $81,487+40.9% | $102,412+12.1% | $80,935+41.9% |
| Participation rate | 65.1% | 66.8%-1.8pp | 74.5%-9.4pp | 67.7%-2.6pp |
| Annual return | 17.76% | 25.60%-7.8pp | 24.94%-7.2pp | 35.66%-17.9pp |
| Employer contribution / active EE | $1,966 | $3,103-36.6% | $3,870-49.2% | $2,757-28.7% |
| Participant deferral / active EE | $3,949 | $3,871+2.0% | $5,060-22.0% | $4,299-8.2% |
| Admin fee / account holder | $3,247 | $6,717-51.7% | $8,388-61.3% | $6,924-53.1% |