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 | $75,202 | $135,956-44.7% | $123,894-39.3% | $273,972-72.6% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 8.36% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $3,278 | $5,170-36.6% | $4,617-29.0% | $4,869-32.7% |
| Participant deferral / active EE | $6,566 | $6,343+3.5% | $5,984+9.7% | $5,287+24.2% |
| Admin fee / account holder | $5,521 | $9,817-43.8% | $8,357-33.9% | $10,133-45.5% |