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 | $148,434 | $110,379+34.5% | $102,412+44.9% | $145,884+1.7% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 13.29% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $5,053 | $4,216+19.8% | $3,870+30.6% | $4,662+8.4% |
| Participant deferral / active EE | $8,596 | $5,622+52.9% | $5,060+69.9% | $6,690+28.5% |
| Admin fee / account holder | $6,557 | $9,745-32.7% | $8,388-21.8% | $13,392-51.0% |