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 | $107,927 | $93,345+15.6% | $119,126-9.4% | $87,485+23.4% |
| Participation rate | 69.2% | 68.7%+0.5pp | 75.8%-6.5pp | 68.9%+0.3pp |
| Annual return | 18.09% | 19.08%-1.0pp | 282.11%-264.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,191 | $3,172-30.9% | $4,034-45.7% | $2,596-15.6% |
| Participant deferral / active EE | $4,995 | $4,099+21.9% | $5,318-6.1% | $4,274+16.9% |
| Admin fee / account holder | $5,897 | $8,039-26.6% | $10,693-44.9% | $7,775-24.2% |