Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $93,819 | $59,440+57.8% | $78,004+20.3% | $82,637+13.5% |
| Participation rate | 59.0% | 62.8%-3.8pp | 69.4%-10.5pp | 68.1%-9.1pp |
| Annual return | 14.27% | 40.24%-26.0pp | 31.07%-16.8pp | 53.51%-39.2pp |
| Employer contribution / active EE | $2,738 | $1,750+56.4% | $2,469+10.9% | $2,552+7.3% |
| Participant deferral / active EE | $7,185 | $3,138+128.9% | $4,092+75.6% | $4,126+74.1% |
| Admin fee / account holder | $2,436 | $5,504-55.7% | $7,578-67.8% | $7,339-66.8% |