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 | $139,231 | $106,267+31.0% | $96,520+44.3% | $139,456-0.2% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 21.54% | 38.45%-16.9pp | 35.72%-14.2pp | 373.45%-351.9pp |
| Employer contribution / active EE | $3,497 | $4,105-14.8% | $3,739-6.5% | $4,753-26.4% |
| Participant deferral / active EE | $8,622 | $5,454+58.1% | $4,879+76.7% | $6,711+28.5% |
| Admin fee / account holder | $1,402 | $7,882-82.2% | $6,733-79.2% | $11,407-87.7% |