Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,416 | $81,504+14.6% | $102,437-8.8% | $80,959+15.4% |
| Participation rate | 61.9% | 66.9%-4.9pp | 74.5%-12.6pp | 67.7%-5.8pp |
| Annual return | 20.93% | 25.60%-4.7pp | 24.95%-4.0pp | 35.67%-14.7pp |
| Employer contribution / active EE | $2,999 | $3,104-3.4% | $3,871-22.5% | $2,757+8.8% |
| Participant deferral / active EE | $6,555 | $3,871+69.4% | $5,060+29.5% | $4,300+52.4% |
| Admin fee / account holder | $2,092 | $6,719-68.9% | $8,388-75.1% | $6,925-69.8% |