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 | $112,794 | $71,353+58.1% | $92,805+21.5% | $86,983+29.7% |
| Participation rate | 62.9% | 80.9%-18.0pp | 83.5%-20.7pp | 69.5%-6.7pp |
| Annual return | 16.90% | 44.68%-27.8pp | 31.59%-14.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $1,863 | $2,468-24.5% | $3,424-45.6% | $2,584-27.9% |
| Participant deferral / active EE | $3,591 | $6,966-48.5% | $8,448-57.5% | $4,194-14.4% |
| Admin fee / account holder | $677 | $6,099-88.9% | $10,911-93.8% | $7,856-91.4% |