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 | $105,415 | $89,364+18.0% | $141,177-25.3% | $72,983+44.4% |
| Participation rate | 47.5% | 75.1%-27.7pp | 82.5%-35.0pp | 69.5%-22.0pp |
| Annual return | 25.99% | 111.86%-85.9pp | 71.40%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $1,759 | $3,115-43.5% | $4,736-62.9% | $2,440-27.9% |
| Participant deferral / active EE | $3,864 | $5,419-28.7% | $6,710-42.4% | $3,608+7.1% |
| Admin fee / account holder | $8,809 | $5,959+47.8% | $10,263-14.2% | $5,124+71.9% |