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 | $92,477 | $73,787+25.3% | $98,716-6.3% | $82,448+12.2% |
| Participation rate | 58.0% | 61.4%-3.4pp | 69.3%-11.3pp | 68.1%-10.1pp |
| Annual return | 16.13% | 18.57%-2.4pp | 31.81%-15.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,097 | $1,511+38.8% | $2,279-8.0% | $2,551-17.8% |
| Participant deferral / active EE | $4,530 | $3,081+47.0% | $4,048+11.9% | $4,139+9.4% |
| Admin fee / account holder | $2,666 | $6,500-59.0% | $8,703-69.4% | $7,234-63.1% |