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 | $128,357 | $99,994+28.4% | $146,647-12.5% | $85,851+49.5% |
| Participation rate | 55.2% | 73.1%-17.9pp | 80.1%-24.9pp | 69.3%-14.1pp |
| Annual return | 15.72% | 18.93%-3.2pp | 22.75%-7.0pp | 318.63%-302.9pp |
| Employer contribution / active EE | $2,140 | $2,559-16.4% | $4,137-48.3% | $2,565-16.6% |
| Participant deferral / active EE | $4,405 | $4,006+10.0% | $5,506-20.0% | $3,952+11.5% |
| Admin fee / account holder | $668 | $7,703-91.3% | $10,281-93.5% | $6,261-89.3% |