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 | $117,638 | $73,107+60.9% | $114,563+2.7% | $87,485+34.5% |
| Participation rate | 58.3% | 65.8%-7.4pp | 72.9%-14.6pp | 68.9%-10.6pp |
| Annual return | 16.96% | 19.47%-2.5pp | 241.09%-224.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,555 | $1,881+35.8% | $2,592-1.4% | $2,596-1.6% |
| Participant deferral / active EE | $5,010 | $3,144+59.4% | $4,142+20.9% | $4,274+17.2% |
| Admin fee / account holder | $383 | $5,770-93.4% | $7,623-95.0% | $7,775-95.1% |