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 | $85,123 | $174,379-51.2% | $152,093-44.0% | $138,895-38.7% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.8%-13.1pp | 79.9%-15.2pp |
| Annual return | 15.62% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,953 | $4,652-58.0% | $4,175-53.2% | $4,194-53.4% |
| Participant deferral / active EE | $8,509 | $6,159+38.2% | $5,451+56.1% | $6,396+33.0% |
| Admin fee / account holder | $13,444 | $16,880-20.4% | $14,497-7.3% | $12,562+7.0% |