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 | $95,922 | $108,825-11.9% | $156,181-38.6% | $82,448+16.3% |
| Participation rate | 68.1% | 72.4%-4.3pp | 78.8%-10.7pp | 68.1%0pp |
| Annual return | 13.27% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,660 | $2,870-7.3% | $4,294-38.1% | $2,551+4.3% |
| Participant deferral / active EE | $2,381 | $4,577-48.0% | $6,132-61.2% | $4,139-42.5% |
| Admin fee / account holder | $6,147 | $9,341-34.2% | $14,586-57.9% | $7,234-15.0% |