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 | $93,207 | $67,606+37.9% | $82,313+13.2% | $70,131+32.9% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 12.73% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,515 | $1,755-13.7% | $2,428-37.6% | $2,342-35.3% |
| Participant deferral / active EE | $3,437 | $2,987+15.1% | $3,706-7.3% | $3,332+3.1% |
| Admin fee / account holder | $9,308 | $4,512+106.3% | $5,608+66.0% | $4,645+100.4% |