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 | $113,184 | $71,197+59.0% | $93,669+20.8% | $80,925+39.9% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.6pp | 67.7%-12.5pp |
| Annual return | 15.93% | 11.27%+4.7pp | 133.59%-117.7pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,273 | $1,565-18.6% | $2,424-47.5% | $2,756-53.8% |
| Participant deferral / active EE | $3,137 | $4,036-22.3% | $4,416-29.0% | $4,299-27.0% |
| Admin fee / account holder | $16,197 | $6,959+132.8% | $8,291+95.4% | $6,940+133.4% |