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 | $109,969 | $86,940+26.5% | $102,434+7.4% | $80,935+35.9% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.6pp | 67.7%-14.7pp |
| Annual return | 14.44% | 18.89%-4.4pp | 29.46%-15.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,147 | $2,370-9.4% | $3,023-29.0% | $2,757-22.1% |
| Participant deferral / active EE | $5,047 | $4,121+22.5% | $5,055-0.2% | $4,299+17.4% |
| Admin fee / account holder | $1,044 | $8,047-87.0% | $9,462-89.0% | $6,924-84.9% |