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 | $100,841 | $101,063-0.2% | $81,473+23.8% | $147,586-31.7% |
| Participation rate | 53.3% | 74.5%-21.1pp | 68.0%-14.6pp | 82.8%-29.5pp |
| Annual return | 19.21% | 32.41%-13.2pp | 38.78%-19.6pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,204 | $3,206-62.4% | $2,568-53.1% | $4,876-75.3% |
| Participant deferral / active EE | $5,647 | $4,242+33.1% | $3,537+59.6% | $5,439+3.8% |
| Admin fee / account holder | $3,087 | $5,812-46.9% | $4,561-32.3% | $10,886-71.6% |