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 | $105,088 | $52,580+99.9% | $71,671+46.6% | $70,126+49.9% |
| Participation rate | 60.6% | 60.9%-0.3pp | 68.7%-8.1pp | 69.5%-8.9pp |
| Annual return | 16.52% | 20.25%-3.7pp | 20.65%-4.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $609 | $1,616-62.3% | $2,460-75.2% | $2,343-74.0% |
| Participant deferral / active EE | $2,633 | $2,386+10.3% | $3,438-23.4% | $3,332-21.0% |
| Admin fee / account holder | $7,071 | $3,653+93.6% | $5,558+27.2% | $4,645+52.2% |