Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $107,182 | $91,559+17.1% | $133,978-20.0% | $79,856+34.2% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.1pp |
| Annual return | 15.89% | 61.85%-46.0pp | 45.10%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,103 | $2,384-11.8% | $3,919-46.3% | $2,471-14.9% |
| Participant deferral / active EE | $4,639 | $3,734+24.2% | $5,047-8.1% | $3,741+24.0% |
| Admin fee / account holder | $2,055 | $6,321-67.5% | $8,930-77.0% | $5,306-61.3% |