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 | $95,699 | $88,672+7.9% | $105,223-9.1% | $82,448+16.1% |
| Participation rate | 66.0% | 67.9%-1.9pp | 75.0%-9.0pp | 68.1%-2.0pp |
| Annual return | 21.63% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $3,421 | $3,048+12.2% | $3,689-7.3% | $2,551+34.1% |
| Participant deferral / active EE | $5,027 | $4,036+24.6% | $5,072-0.9% | $4,139+21.5% |
| Admin fee / account holder | $1,449 | $7,146-79.7% | $8,859-83.6% | $7,234-80.0% |