Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $99,446 | $103,164-3.6% | $90,259+10.2% | $154,746-35.7% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 22.53% | 19.25%+3.3pp | 18.88%+3.6pp | 172.34%-149.8pp |
| Employer contribution / active EE | $5,776 | $2,532+128.2% | $2,291+152.1% | $4,379+31.9% |
| Participant deferral / active EE | $13,533 | $4,422+206.1% | $3,827+253.7% | $6,730+101.1% |
| Admin fee / account holder | $11,119 | $8,593+29.4% | $7,267+53.0% | $14,365-22.6% |