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 | $125,496 | $172,111-27.1% | $150,298-16.5% | $137,256-8.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.52% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,295 | $4,636-72.1% | $4,154-68.8% | $4,156-68.8% |
| Participant deferral / active EE | $2,934 | $6,166-52.4% | $5,453-46.2% | $6,407-54.2% |
| Admin fee / account holder | $1,189 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |