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 | $97,364 | $213,785-54.5% | $185,441-47.5% | $155,188-37.3% |
| Participation rate | 63.6% | 83.2%-19.6pp | 80.3%-16.6pp | 80.8%-17.2pp |
| Annual return | 21.13% | 19.97%+1.2pp | 20.16%+1.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $4,106 | $5,393-23.9% | $4,672-12.1% | $4,248-3.3% |
| Participant deferral / active EE | $9,482 | $6,864+38.1% | $6,152+54.1% | $6,531+45.2% |
| Admin fee / account holder | $1,788 | $21,134-91.5% | $17,890-90.0% | $14,480-87.7% |