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 | $112,336 | $78,428+43.2% | $95,960+17.1% | $79,852+40.7% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.6pp |
| Annual return | 23.99% | 19.37%+4.6pp | 91.63%-67.6pp | 31.72%-7.7pp |
| Employer contribution / active EE | $925 | $1,945-52.5% | $2,541-63.6% | $2,471-62.6% |
| Participant deferral / active EE | $2,631 | $3,440-23.5% | $4,167-36.9% | $3,740-29.7% |
| Admin fee / account holder | $4,736 | $5,622-15.8% | $6,797-30.3% | $5,306-10.8% |