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 | $101,390 | $102,938-1.5% | $94,105+7.7% | $138,895-27.0% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 16.06% | 250.28%-234.2pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $736 | $2,732-73.1% | $2,504-70.6% | $4,194-82.5% |
| Participant deferral / active EE | $2,632 | $4,196-37.3% | $3,881-32.2% | $6,396-58.8% |
| Admin fee / account holder | $9,647 | $6,600+46.2% | $6,199+55.6% | $12,562-23.2% |