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 | $92,090 | $75,541+21.9% | $152,093-39.5% | $82,637+11.4% |
| Participation rate | 68.8% | 66.5%+2.2pp | 77.8%-9.0pp | 68.1%+0.7pp |
| Annual return | 19.31% | 32.56%-13.2pp | 66.36%-47.0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,792 | $2,622-31.7% | $4,175-57.1% | $2,552-29.8% |
| Participant deferral / active EE | $6,214 | $3,206+93.8% | $5,451+14.0% | $4,126+50.6% |
| Admin fee / account holder | $1,195 | $6,405-81.3% | $14,497-91.8% | $7,339-83.7% |