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 | $57,061+65.8% | $85,063+11.2% | $80,911+16.9% |
| Participation rate | 62.7% | 56.3%+6.4pp | 67.5%-4.8pp | 67.6%-4.9pp |
| Annual return | 11.00% | 21.66%-10.7pp | 66.54%-55.5pp | 35.63%-24.6pp |
| Employer contribution / active EE | $2,891 | $1,799+60.7% | $2,727+6.0% | $2,756+4.9% |
| Participant deferral / active EE | $4,686 | $3,110+50.7% | $4,523+3.6% | $4,297+9.1% |
| Admin fee / account holder | $9,777 | $4,986+96.1% | $6,155+58.8% | $6,935+41.0% |