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 | $121,469 | $70,666+71.9% | $169,385-28.3% | $75,181+61.6% |
| Participation rate | 64.0% | 64.8%-0.8pp | 77.2%-13.2pp | 67.2%-3.2pp |
| Annual return | 18.91% | 36.37%-17.5pp | 405.82%-386.9pp | 160.69%-141.8pp |
| Employer contribution / active EE | $3,521 | $2,210+59.3% | $4,012-12.2% | $2,671+31.8% |
| Participant deferral / active EE | $8,144 | $4,308+89.0% | $6,221+30.9% | $4,126+97.4% |
| Admin fee / account holder | $1,023 | $5,402-81.1% | $9,011-88.6% | $5,650-81.9% |