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 | $134,577 | $114,013+18.0% | $103,693+29.8% | $155,188-13.3% |
| Participation rate | 47.8% | 75.2%-27.4pp | 72.6%-24.8pp | 80.8%-33.0pp |
| Annual return | 10.06% | 49.31%-39.3pp | 47.61%-37.5pp | 148.84%-138.8pp |
| Employer contribution / active EE | $1,921 | $3,131-38.6% | $2,920-34.2% | $4,248-54.8% |
| Participant deferral / active EE | $3,144 | $4,970-36.7% | $4,579-31.4% | $6,531-51.9% |
| Admin fee / account holder | $3,383 | $8,407-59.8% | $7,858-57.0% | $14,480-76.6% |