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 | $117,110 | $88,672+32.1% | $105,223+11.3% | $82,448+42.0% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 18.70% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,009 | $3,048-34.1% | $3,689-45.5% | $2,551-21.2% |
| Participant deferral / active EE | $6,394 | $4,036+58.4% | $5,072+26.1% | $4,139+54.5% |
| Admin fee / account holder | $3,799 | $7,146-46.8% | $8,859-57.1% | $7,234-47.5% |