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 | $76,364 | $48,364+57.9% | $71,796+6.4% | $62,881+21.4% |
| Participation rate | 56.9% | 60.6%-3.7pp | 69.1%-12.2pp | 69.3%-12.4pp |
| Annual return | 13.58% | 13.16%+0.4pp | 78.04%-64.5pp | 20.14%-6.6pp |
| Employer contribution / active EE | $1,528 | $1,042+46.7% | $1,924-20.6% | $2,281-33.0% |
| Participant deferral / active EE | $3,306 | $2,091+58.1% | $2,794+18.3% | $3,203+3.2% |
| Admin fee / account holder | $4,547 | $3,771+20.6% | $4,815-5.6% | $4,296+5.8% |