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 | $101,314 | $117,846-14.0% | $102,434-1.1% | $145,884-30.6% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 21.57% | 31.90%-10.3pp | 29.46%-7.9pp | 551.85%-530.3pp |
| Employer contribution / active EE | $2,172 | $3,615-39.9% | $3,023-28.2% | $4,662-53.4% |
| Participant deferral / active EE | $4,758 | $5,733-17.0% | $5,055-5.9% | $6,690-28.9% |
| Admin fee / account holder | $6,142 | $13,356-54.0% | $9,462-35.1% | $13,392-54.1% |