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 | $99,169 | $88,672+11.8% | $105,223-5.8% | $82,448+20.3% |
| Participation rate | 61.9% | 67.9%-6.0pp | 75.0%-13.1pp | 68.1%-6.2pp |
| Annual return | 16.80% | 30.86%-14.1pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,051 | $3,048-32.7% | $3,689-44.4% | $2,551-19.6% |
| Participant deferral / active EE | $6,193 | $4,036+53.4% | $5,072+22.1% | $4,139+49.6% |
| Admin fee / account holder | $8,660 | $7,146+21.2% | $8,859-2.2% | $7,234+19.7% |