Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,420 | $97,125+0.3% | $86,233+13.0% | $137,256-29.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 17.89% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,006 | $2,841-29.4% | $2,504-19.9% | $4,156-51.7% |
| Participant deferral / active EE | $5,271 | $5,180+1.8% | $4,559+15.6% | $6,407-17.7% |
| Admin fee / account holder | $3,382 | $9,725-65.2% | $8,342-59.5% | $12,270-72.4% |