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 | $100,827 | $162,812-38.1% | $133,971-24.7% | $158,966-36.6% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 18.62% | 41.94%-23.3pp | 45.09%-26.5pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,489 | $4,976-70.1% | $3,919-62.0% | $4,762-68.7% |
| Participant deferral / active EE | $3,047 | $5,910-48.4% | $5,047-39.6% | $5,983-49.1% |
| Admin fee / account holder | $7,091 | $11,741-39.6% | $8,929-20.6% | $11,250-37.0% |