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 | $103,416 | $73,955+39.8% | $96,520+7.1% | $75,181+37.6% |
| Participation rate | 45.0% | 66.4%-21.4pp | 74.3%-29.3pp | 67.2%-22.2pp |
| Annual return | 42.53% | 26.72%+15.8pp | 35.72%+6.8pp | 160.69%-118.2pp |
| Employer contribution / active EE | $3,049 | $2,930+4.1% | $3,739-18.4% | $2,671+14.2% |
| Participant deferral / active EE | $5,912 | $3,659+61.5% | $4,879+21.2% | $4,126+43.3% |
| Admin fee / account holder | $5,329 | $5,217+2.2% | $6,733-20.8% | $5,650-5.7% |