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 | $92,134 | $178,174-48.3% | $156,181-41.0% | $137,256-32.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 11.44% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,497 | $4,972-49.8% | $4,294-41.9% | $4,156-39.9% |
| Participant deferral / active EE | $4,962 | $6,888-28.0% | $6,132-19.1% | $6,407-22.5% |
| Admin fee / account holder | $2,929 | $17,404-83.2% | $14,586-79.9% | $12,270-76.1% |