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 | $103,379 | $43,344+138.5% | $59,899+72.6% | $64,173+61.1% |
| Participation rate | 22.9% | 69.2%-46.3pp | 74.7%-51.8pp | 69.6%-46.7pp |
| Annual return | 9.47% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $4,925 | $2,030+142.7% | $2,723+80.9% | $2,381+106.9% |
| Participant deferral / active EE | $5,396 | $2,547+111.8% | $3,402+58.6% | $3,470+55.5% |
| Admin fee / account holder | $19,095 | $3,008+534.8% | $3,592+431.6% | $4,887+290.7% |