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 | $82,190 | $111,814-26.5% | $103,378-20.5% | $145,978-43.7% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 16.97% | 24.80%-7.8pp | 24.91%-7.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $1,008 | $4,215-76.1% | $3,870-74.0% | $4,662-78.4% |
| Participant deferral / active EE | $3,831 | $5,618-31.8% | $5,058-24.3% | $6,690-42.7% |
| Admin fee / account holder | $4,980 | $9,764-49.0% | $8,401-40.7% | $13,400-62.8% |