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 | $112,832 | $61,125+84.6% | $94,057+20.0% | $87,485+29.0% |
| Participation rate | 52.2% | 64.1%-11.9pp | 73.3%-21.2pp | 68.9%-16.8pp |
| Annual return | 19.73% | 35.20%-15.5pp | 480.62%-460.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,930 | $2,136-9.7% | $2,933-34.2% | $2,596-25.7% |
| Participant deferral / active EE | $4,473 | $3,260+37.2% | $4,709-5.0% | $4,274+4.7% |
| Admin fee / account holder | $1,816 | $5,629-67.7% | $7,244-74.9% | $7,775-76.6% |