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 | $55,122 | $60,349-8.7% | $74,184-25.7% | $62,881-12.3% |
| Participation rate | 69.7% | 72.7%-3.0pp | 76.6%-6.9pp | 69.3%+0.4pp |
| Annual return | 17.00% | 21.38%-4.4pp | 17.74%-0.7pp | 20.14%-3.1pp |
| Employer contribution / active EE | $2,573 | $1,680+53.1% | $2,370+8.6% | $2,281+12.8% |
| Participant deferral / active EE | $4,535 | $2,856+58.8% | $3,550+27.7% | $3,203+41.6% |
| Admin fee / account holder | $3,746 | $4,261-12.1% | $5,586-32.9% | $4,296-12.8% |