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 | $55,819 | $52,353+6.6% | $120,225-53.6% | $82,448-32.3% |
| Participation rate | 69.0% | 58.3%+10.7pp | 69.6%-0.5pp | 68.1%+1.0pp |
| Annual return | 15.45% | 61.85%-46.4pp | 439.23%-423.8pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,488 | $1,510+64.7% | $3,475-28.4% | $2,551-2.5% |
| Participant deferral / active EE | $5,486 | $2,627+108.9% | $3,999+37.2% | $4,139+32.5% |
| Admin fee / account holder | $3,653 | $4,363-16.3% | $5,696-35.9% | $7,234-49.5% |