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 | $87,966 | $65,367+34.6% | $92,915-5.3% | $72,976+20.5% |
| Participation rate | 67.5% | 68.3%-0.8pp | 76.0%-8.5pp | 69.5%-2.0pp |
| Annual return | 21.11% | 42.11%-21.0pp | 109.45%-88.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,262 | $2,594-51.3% | $3,653-65.5% | $2,440-48.3% |
| Participant deferral / active EE | $1,974 | $3,128-36.9% | $4,238-53.4% | $3,608-45.3% |
| Admin fee / account holder | $5,092 | $4,251+19.8% | $5,796-12.1% | $5,124-0.6% |