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 | $201,264-39.1% | $184,185-33.5% | $145,978-16.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.46% | 29.00%-18.5pp | 28.81%-18.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $7,167 | $7,021+2.1% | $6,426+11.5% | $4,662+53.7% |
| Participant deferral / active EE | $25,253 | $9,806+157.5% | $9,132+176.5% | $6,690+277.5% |
| Admin fee / account holder | $16,635 | $16,376+1.6% | $13,909+19.6% | $13,400+24.1% |