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 | $93,607 | $78,670+19.0% | $109,173-14.3% | $85,847+9.0% |
| Participation rate | 65.7% | 68.3%-2.6pp | 75.9%-10.2pp | 69.3%-3.6pp |
| Annual return | 13.73% | 25.09%-11.4pp | 25.75%-12.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $2,092 | $2,734-23.5% | $3,723-43.8% | $2,565-18.5% |
| Participant deferral / active EE | $3,969 | $3,467+14.5% | $4,654-14.7% | $3,952+0.4% |
| Admin fee / account holder | $9,125 | $5,469+66.8% | $6,755+35.1% | $6,261+45.7% |