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 | $145,609 | $83,898+73.6% | $133,346+9.2% | $94,015+54.9% |
| Participation rate | 69.0% | 63.4%+5.6pp | 72.8%-3.9pp | 70.8%-1.9pp |
| Annual return | 16.01% | 16.00%0pp | 36.85%-20.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,083 | $1,821+14.4% | $2,853-27.0% | $2,790-25.3% |
| Participant deferral / active EE | $7,458 | $3,245+129.8% | $4,332+72.2% | $4,249+75.5% |
| Admin fee / account holder | $2,479 | $7,809-68.3% | $14,264-82.6% | $8,951-72.3% |