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 | $103,888 | $151,427-31.4% | $112,860-8.0% | $154,746-32.9% |
| Participation rate | 66.7% | 69.1%-2.5pp | 66.3%+0.3pp | 80.7%-14.0pp |
| Annual return | 15.70% | 30.95%-15.2pp | 35.26%-19.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,238 | $2,750-18.6% | $2,206+1.4% | $4,379-48.9% |
| Participant deferral / active EE | $3,605 | $4,285-15.9% | $3,493+3.2% | $6,730-46.4% |
| Admin fee / account holder | $19,912 | $7,369+170.2% | $6,841+191.1% | $14,365+38.6% |