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 | $130,138 | $93,617+39.0% | $135,982-4.3% | $75,177+73.1% |
| Participation rate | 55.3% | 75.2%-19.9pp | 81.9%-26.7pp | 67.2%-11.9pp |
| Annual return | 45.71% | 30.89%+14.8pp | 68.32%-22.6pp | 160.75%-115.0pp |
| Employer contribution / active EE | $1,637 | $3,538-53.7% | $4,859-66.3% | $2,671-38.7% |
| Participant deferral / active EE | $7,979 | $6,406+24.6% | $7,760+2.8% | $4,126+93.4% |
| Admin fee / account holder | $8,126 | $6,980+16.4% | $10,767-24.5% | $5,651+43.8% |