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 | $78,067 | $45,082+73.2% | $69,464+12.4% | $72,975+7.0% |
| Participation rate | 69.4% | 68.5%+1.0pp | 74.6%-5.2pp | 69.5%0pp |
| Annual return | 28.59% | 22.66%+5.9pp | 28.98%-0.4pp | 81.01%-52.4pp |
| Employer contribution / active EE | $4,111 | $2,055+100.0% | $2,779+47.9% | $2,440+68.5% |
| Participant deferral / active EE | $7,182 | $2,604+175.8% | $3,536+103.1% | $3,608+99.1% |
| Admin fee / account holder | $6,725 | $3,057+120.0% | $3,840+75.1% | $5,124+31.2% |