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 | $96,575 | $165,381-41.6% | $149,730-35.5% | $158,966-39.2% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 11.36% | 348.29%-336.9pp | 276.70%-265.3pp | 302.95%-291.6pp |
| Employer contribution / active EE | $4,888 | $5,104-4.2% | $4,645+5.2% | $4,762+2.6% |
| Participant deferral / active EE | $3,288 | $7,182-54.2% | $6,843-52.0% | $5,983-45.1% |
| Admin fee / account holder | $675 | $10,809-93.8% | $9,310-92.7% | $11,250-94.0% |