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 | $55,879 | $209,336-73.3% | $197,124-71.7% | $137,256-59.3% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 12.65% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,135 | $6,591-37.3% | $6,227-33.6% | $4,156-0.5% |
| Participant deferral / active EE | $11,483 | $9,614+19.4% | $9,135+25.7% | $6,407+79.2% |
| Admin fee / account holder | $2,009 | $17,308-88.4% | $16,298-87.7% | $12,270-83.6% |