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 | $123,063 | $102,828+19.7% | $105,387+16.8% | $152,909-19.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.5%-15.8pp |
| Annual return | 22.28% | 20.85%+1.4pp | 26.82%-4.5pp | 345.46%-323.2pp |
| Employer contribution / active EE | $2,989 | $4,473-33.2% | $4,213-29.0% | $4,764-37.2% |
| Participant deferral / active EE | $3,444 | $5,465-37.0% | $5,502-37.4% | $5,851-41.1% |
| Admin fee / account holder | $3,891 | $8,683-55.2% | $6,559-40.7% | $11,601-66.5% |