Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $111,919 | $185,312-39.6% | $161,489-30.7% | $154,746-27.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 11.96% | 103.84%-91.9pp | 89.72%-77.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,263 | $4,769-52.6% | $4,268-47.0% | $4,379-48.3% |
| Participant deferral / active EE | $10,522 | $6,350+65.7% | $5,630+86.9% | $6,730+56.3% |
| Admin fee / account holder | $792 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |