Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $115,538 | $61,125+89.0% | $94,057+22.8% | $87,485+32.1% |
| Participation rate | 35.5% | 64.1%-28.6pp | 73.3%-37.9pp | 68.9%-33.4pp |
| Annual return | 16.99% | 35.20%-18.2pp | 480.62%-463.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $911 | $2,136-57.4% | $2,933-68.9% | $2,596-64.9% |
| Participant deferral / active EE | $4,390 | $3,260+34.6% | $4,709-6.8% | $4,274+2.7% |
| Admin fee / account holder | $2,331 | $5,629-58.6% | $7,244-67.8% | $7,775-70.0% |