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 | $87,091 | $65,034+33.9% | $90,970-4.3% | $79,856+9.1% |
| Participation rate | 59.3% | 61.6%-2.4pp | 69.0%-9.8pp | 69.6%-10.4pp |
| Annual return | 10.58% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,585 | $1,247+107.2% | $2,122+21.8% | $2,471+4.6% |
| Participant deferral / active EE | $6,605 | $2,512+162.9% | $3,373+95.8% | $3,741+76.6% |
| Admin fee / account holder | $1,812 | $4,536-60.1% | $5,961-69.6% | $5,306-65.9% |