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 | $83,850 | $156,398-46.4% | $147,318-43.1% | $138,895-39.6% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.8pp | 79.9%-23.7pp |
| Annual return | 17.53% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,085 | $4,853-77.6% | $4,593-76.4% | $4,194-74.1% |
| Participant deferral / active EE | $5,053 | $8,237-38.7% | $7,906-36.1% | $6,396-21.0% |
| Admin fee / account holder | $21,431 | $14,976+43.1% | $13,708+56.3% | $12,562+70.6% |