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 | $109,145 | $61,125+78.6% | $94,057+16.0% | $87,485+24.8% |
| Participation rate | 67.6% | 64.1%+3.6pp | 73.3%-5.7pp | 68.9%-1.3pp |
| Annual return | 17.57% | 35.20%-17.6pp | 480.62%-463.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,947 | $2,136-8.9% | $2,933-33.6% | $2,596-25.0% |
| Participant deferral / active EE | $4,080 | $3,260+25.1% | $4,709-13.4% | $4,274-4.5% |
| Admin fee / account holder | $6,491 | $5,629+15.3% | $7,244-10.4% | $7,775-16.5% |