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 | $118,899 | $77,638+53.1% | $156,551-24.1% | $62,881+89.1% |
| Participation rate | 68.6% | 71.2%-2.6pp | 84.0%-15.4pp | 69.3%-0.7pp |
| Annual return | 4.79% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $962 | $3,444-72.1% | $5,501-82.5% | $2,281-57.8% |
| Participant deferral / active EE | $2,843 | $3,046-6.7% | $4,871-41.6% | $3,203-11.2% |
| Admin fee / account holder | $8,559 | $5,561+53.9% | $13,028-34.3% | $4,296+99.2% |