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 | $94,612 | $57,140+65.6% | $85,240+11.0% | $80,959+16.9% |
| Participation rate | 62.7% | 56.4%+6.3pp | 67.5%-4.8pp | 67.7%-4.9pp |
| Annual return | 11.00% | 21.71%-10.7pp | 66.75%-55.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,891 | $1,802+60.4% | $2,735+5.7% | $2,757+4.8% |
| Participant deferral / active EE | $4,686 | $3,115+50.4% | $4,527+3.5% | $4,300+9.0% |
| Admin fee / account holder | $9,777 | $4,992+95.9% | $6,165+58.6% | $6,925+41.2% |