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 | $115,534 | $181,062-36.2% | $158,223-27.0% | $155,188-25.6% |
| Participation rate | 69.6% | 82.7%-13.1pp | 79.2%-9.6pp | 80.8%-11.2pp |
| Annual return | 13.19% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,500 | $4,565-45.2% | $4,109-39.2% | $4,248-41.2% |
| Participant deferral / active EE | $8,657 | $6,134+41.1% | $5,467+58.4% | $6,531+32.5% |
| Admin fee / account holder | $2,350 | $18,825-87.5% | $16,047-85.4% | $14,480-83.8% |