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 | $87,202 | $154,228-43.5% | $145,433-40.0% | $137,256-36.5% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-19.0pp | 80.0%-16.8pp |
| Annual return | 15.25% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,109 | $4,804-56.1% | $4,554-53.7% | $4,156-49.3% |
| Participant deferral / active EE | $5,853 | $8,216-28.8% | $7,897-25.9% | $6,407-8.6% |
| Admin fee / account holder | $1,712 | $14,344-88.1% | $13,129-87.0% | $12,270-86.0% |