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 | $125,636 | $57,140+119.9% | $85,240+47.4% | $80,959+55.2% |
| Participation rate | 56.7% | 56.4%+0.3pp | 67.5%-10.9pp | 67.7%-11.0pp |
| Annual return | 10.66% | 21.71%-11.0pp | 66.75%-56.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,762 | $1,802+53.3% | $2,735+1.0% | $2,757+0.2% |
| Participant deferral / active EE | $5,140 | $3,115+65.0% | $4,527+13.5% | $4,300+19.5% |
| Admin fee / account holder | $790 | $4,992-84.2% | $6,165-87.2% | $6,925-88.6% |