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 | $109,894 | $135,956-19.2% | $123,894-11.3% | $273,972-59.9% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 4.96% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,897 | $5,170-24.6% | $4,617-15.6% | $4,869-19.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,396 | $9,817-45.0% | $8,357-35.4% | $10,133-46.7% |