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 | $131,273 | $105,200+24.8% | $159,474-17.7% | $85,847+52.9% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.8%-14.4pp | 69.3%-0.9pp |
| Annual return | 17.35% | 45.08%-27.7pp | 263.68%-246.3pp | 318.61%-301.3pp |
| Employer contribution / active EE | $2,510 | $3,319-24.4% | $4,831-48.0% | $2,565-2.1% |
| Participant deferral / active EE | $6,946 | $5,946+16.8% | $7,353-5.5% | $3,952+75.7% |
| Admin fee / account holder | $13,179 | $6,934+90.1% | $10,802+22.0% | $6,261+110.5% |