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 | $124,455 | $88,672+40.4% | $105,223+18.3% | $82,448+50.9% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.7pp | 68.1%-2.7pp |
| Annual return | 16.09% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,248 | $3,048-26.3% | $3,689-39.1% | $2,551-11.9% |
| Participant deferral / active EE | $4,686 | $4,036+16.1% | $5,072-7.6% | $4,139+13.2% |
| Admin fee / account holder | $1,837 | $7,146-74.3% | $8,859-79.3% | $7,234-74.6% |