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 | $85,718 | $61,125+40.2% | $94,057-8.9% | $87,485-2.0% |
| Participation rate | 68.1% | 64.1%+4.0pp | 73.3%-5.3pp | 68.9%-0.8pp |
| Annual return | 17.61% | 35.20%-17.6pp | 480.62%-463.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,651 | $2,136+24.1% | $2,933-9.6% | $2,596+2.1% |
| Participant deferral / active EE | $5,536 | $3,260+69.8% | $4,709+17.5% | $4,274+29.5% |
| Admin fee / account holder | $2,571 | $5,629-54.3% | $7,244-64.5% | $7,775-66.9% |