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 | $118,815 | $70,684+68.1% | $169,390-29.9% | $75,173+58.1% |
| Participation rate | 69.2% | 64.8%+4.4pp | 77.2%-7.9pp | 67.2%+2.0pp |
| Annual return | 16.35% | 36.38%-20.0pp | 406.07%-389.7pp | 160.72%-144.4pp |
| Employer contribution / active EE | $4,134 | $2,211+87.0% | $4,013+3.0% | $2,671+54.8% |
| Participant deferral / active EE | $8,283 | $4,310+92.2% | $6,222+33.1% | $4,126+100.7% |
| Admin fee / account holder | $9,026 | $5,404+67.0% | $9,015+0.1% | $5,651+59.7% |