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 | $111,059 | $185,312-40.1% | $161,489-31.2% | $154,746-28.2% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 14.04% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,788 | $4,769-41.5% | $4,268-34.7% | $4,379-36.3% |
| Participant deferral / active EE | $6,937 | $6,350+9.2% | $5,630+23.2% | $6,730+3.1% |
| Admin fee / account holder | $1,693 | $18,654-90.9% | $16,006-89.4% | $14,365-88.2% |