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 | $105,005 | $71,230+47.4% | $93,727+12.0% | $80,959+29.7% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.5pp | 67.7%-8.4pp |
| Annual return | 10.19% | 11.26%-1.1pp | 133.83%-123.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,302 | $1,565+47.1% | $2,421-4.9% | $2,757-16.5% |
| Participant deferral / active EE | $5,457 | $4,037+35.2% | $4,417+23.5% | $4,300+26.9% |
| Admin fee / account holder | $3,998 | $6,961-42.6% | $8,292-51.8% | $6,925-42.3% |