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 | $125,812 | $71,057+77.1% | $93,654+34.3% | $80,874+55.6% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.6%-3.6pp |
| Annual return | 12.92% | 11.26%+1.7pp | 133.34%-120.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,540 | $1,564-1.5% | $2,421-36.4% | $2,756-44.1% |
| Participant deferral / active EE | $4,012 | $4,034-0.5% | $4,413-9.1% | $4,297-6.6% |
| Admin fee / account holder | $6,095 | $6,944-12.2% | $8,282-26.4% | $6,935-12.1% |