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 | $122,545 | $201,372-39.1% | $184,260-33.5% | $145,884-16.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.46% | 29.04%-18.6pp | 28.84%-18.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $7,167 | $7,024+2.0% | $6,427+11.5% | $4,662+53.7% |
| Participant deferral / active EE | $25,253 | $9,808+157.5% | $9,133+176.5% | $6,690+277.5% |
| Admin fee / account holder | $16,635 | $16,362+1.7% | $13,898+19.7% | $13,392+24.2% |