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 | $86,578 | $51,638+67.7% | $68,368+26.6% | $82,448+5.0% |
| Participation rate | 61.5% | 63.6%-2.1pp | 73.8%-12.2pp | 68.1%-6.5pp |
| Annual return | 18.61% | 37.53%-18.9pp | 292.57%-274.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,501 | $2,047-26.6% | $2,649-43.3% | $2,551-41.1% |
| Participant deferral / active EE | $3,554 | $2,914+22.0% | $4,123-13.8% | $4,139-14.1% |
| Admin fee / account holder | $4,372 | $4,643-5.8% | $5,150-15.1% | $7,234-39.6% |