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 | $77,896 | $89,259-12.7% | $107,187-27.3% | $82,637-5.7% |
| Participation rate | 69.7% | 67.9%+1.8pp | 75.0%-5.3pp | 68.1%+1.6pp |
| Annual return | 15.28% | 21.02%-5.7pp | 204.55%-189.3pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,803 | $3,080-9.0% | $3,782-25.9% | $2,552+9.8% |
| Participant deferral / active EE | $5,454 | $4,037+35.1% | $5,096+7.0% | $4,126+32.2% |
| Admin fee / account holder | $1,279 | $7,381-82.7% | $9,162-86.0% | $7,339-82.6% |