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 | $94,952 | $178,174-46.7% | $156,181-39.2% | $137,256-30.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 16.22% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,703 | $4,972-45.6% | $4,294-37.1% | $4,156-35.0% |
| Participant deferral / active EE | $5,679 | $6,888-17.5% | $6,132-7.4% | $6,407-11.4% |
| Admin fee / account holder | $19,803 | $17,404+13.8% | $14,586+35.8% | $12,270+61.4% |