Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $115,663 | $77,920+48.4% | $149,723-22.7% | $75,177+53.9% |
| Participation rate | 69.0% | 65.6%+3.4pp | 78.8%-9.8pp | 67.2%+1.8pp |
| Annual return | 16.24% | 31.72%-15.5pp | 134.50%-118.3pp | 160.75%-144.5pp |
| Employer contribution / active EE | $2,346 | $3,138-25.3% | $4,821-51.3% | $2,671-12.2% |
| Participant deferral / active EE | $5,183 | $3,411+51.9% | $5,682-8.8% | $4,126+25.6% |
| Admin fee / account holder | $736 | $5,951-87.6% | $13,215-94.4% | $5,651-87.0% |