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 | $54,993 | $39,132+40.5% | $57,196-3.9% | $62,881-12.5% |
| Participation rate | 60.5% | 70.5%-10.0pp | 75.3%-14.9pp | 69.3%-8.8pp |
| Annual return | 10.76% | 9.24%+1.5pp | 14.59%-3.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,842 | $1,874-1.7% | $2,683-31.3% | $2,281-19.2% |
| Participant deferral / active EE | $2,371 | $2,374-0.1% | $3,096-23.4% | $3,203-26.0% |
| Admin fee / account holder | $2,377 | $2,594-8.4% | $3,141-24.3% | $4,296-44.7% |