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 | $123,504 | $100,125+23.4% | $81,482+51.6% | $145,978-15.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 8.76% | 34.44%-25.7pp | 24.79%-16.0pp | 550.52%-541.8pp |
| Employer contribution / active EE | $1,566 | $2,977-47.4% | $2,463-36.4% | $4,662-66.4% |
| Participant deferral / active EE | $3,334 | $4,609-27.7% | $3,885-14.2% | $6,690-50.2% |
| Admin fee / account holder | $1,295 | $8,198-84.2% | $5,761-77.5% | $13,400-90.3% |