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 | $84,059 | $156,398-46.3% | $147,318-42.9% | $138,895-39.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 14.04% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,269 | $4,853-53.2% | $4,593-50.6% | $4,194-45.9% |
| Participant deferral / active EE | $5,369 | $8,237-34.8% | $7,906-32.1% | $6,396-16.1% |
| Admin fee / account holder | $617 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |