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 | $97,981 | $47,848+104.8% | $81,473+20.3% | $70,126+39.7% |
| Participation rate | 68.6% | 58.3%+10.4pp | 68.0%+0.7pp | 69.5%-0.9pp |
| Annual return | 14.14% | 27.25%-13.1pp | 38.78%-24.6pp | 73.15%-59.0pp |
| Employer contribution / active EE | $3,260 | $1,527+113.5% | $2,568+27.0% | $2,343+39.2% |
| Participant deferral / active EE | $6,524 | $2,453+165.9% | $3,537+84.4% | $3,332+95.8% |
| Admin fee / account holder | $7,289 | $3,145+131.8% | $4,561+59.8% | $4,645+56.9% |