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 | $94,040 | $51,638+82.1% | $68,368+37.6% | $82,448+14.1% |
| Participation rate | 57.1% | 63.6%-6.5pp | 73.8%-16.6pp | 68.1%-10.9pp |
| Annual return | 15.26% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,123 | $2,047+3.8% | $2,649-19.8% | $2,551-16.8% |
| Participant deferral / active EE | $2,621 | $2,914-10.0% | $4,123-36.4% | $4,139-36.7% |
| Admin fee / account holder | $8,917 | $4,643+92.0% | $5,150+73.2% | $7,234+23.3% |