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 | $139,849 | $54,541+156.4% | $78,778+77.5% | $70,126+99.4% |
| Participation rate | 63.6% | 60.8%+2.8pp | 69.2%-5.6pp | 69.5%-5.9pp |
| Annual return | 31.40% | 21.07%+10.3pp | 35.62%-4.2pp | 73.15%-41.7pp |
| Employer contribution / active EE | $2,566 | $1,089+135.8% | $1,986+29.3% | $2,343+9.6% |
| Participant deferral / active EE | $4,455 | $2,210+101.5% | $2,958+50.6% | $3,332+33.7% |
| Admin fee / account holder | $5,633 | $3,709+51.9% | $5,134+9.7% | $4,645+21.3% |