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 | $98,584 | $94,439+4.4% | $73,658+33.8% | $154,746-36.3% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 17.15% | 28.25%-11.1pp | 29.72%-12.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,154 | $1,257-8.2% | $1,032+11.8% | $4,379-73.6% |
| Participant deferral / active EE | $3,719 | $2,527+47.2% | $2,062+80.4% | $6,730-44.7% |
| Admin fee / account holder | $561 | $3,843-85.4% | $3,357-83.3% | $14,365-96.1% |