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 | $72,471+29.5% | $94,215-0.4% | $86,983+7.9% |
| Participation rate | 59.0% | 63.9%-4.9pp | 70.0%-11.0pp | 69.5%-10.6pp |
| Annual return | 14.27% | 26.44%-12.2pp | 28.22%-13.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,738 | $1,936+41.4% | $2,675+2.3% | $2,584+5.9% |
| Participant deferral / active EE | $7,185 | $3,397+111.5% | $4,276+68.0% | $4,194+71.3% |
| Admin fee / account holder | $2,436 | $6,468-62.3% | $10,216-76.2% | $7,856-69.0% |