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 | $156,752 | $71,208+120.1% | $93,681+67.3% | $80,911+93.7% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 28.15% | 11.27%+16.9pp | 133.47%-105.3pp | 35.63%-7.5pp |
| Employer contribution / active EE | $2,746 | $1,564+75.5% | $2,422+13.4% | $2,756-0.4% |
| Participant deferral / active EE | $5,178 | $4,035+28.3% | $4,415+17.3% | $4,297+20.5% |
| Admin fee / account holder | $486 | $6,951-93.0% | $8,290-94.1% | $6,935-93.0% |