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 | $73,113 | $89,259-18.1% | $107,187-31.8% | $82,637-11.5% |
| Participation rate | 68.3% | 67.9%+0.4pp | 75.0%-6.7pp | 68.1%+0.3pp |
| Annual return | 17.94% | 21.02%-3.1pp | 204.55%-186.6pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,440 | $3,080-20.8% | $3,782-35.5% | $2,552-4.4% |
| Participant deferral / active EE | $4,470 | $4,037+10.7% | $5,096-12.3% | $4,126+8.3% |
| Admin fee / account holder | $4,337 | $7,381-41.2% | $9,162-52.7% | $7,339-40.9% |