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 | $88,476 | $51,606+71.4% | $129,339-31.6% | $80,911+9.4% |
| Participation rate | 64.5% | 57.0%+7.6pp | 69.6%-5.1pp | 67.6%-3.1pp |
| Annual return | 11.59% | 20.76%-9.2pp | 9437.05%-9425.5pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,874 | $1,582+18.5% | $4,154-54.9% | $2,756-32.0% |
| Participant deferral / active EE | $6,450 | $2,669+141.7% | $4,170+54.7% | $4,297+50.1% |
| Admin fee / account holder | $4,569 | $4,310+6.0% | $7,668-40.4% | $6,935-34.1% |