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 | $121,909 | $211,224-42.3% | $178,505-31.7% | $145,897-16.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.74% | 30.28%-13.5pp | 27.16%-10.4pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,643 | $4,577-64.1% | $3,955-58.5% | $4,663-64.8% |
| Participant deferral / active EE | $4,431 | $6,966-36.4% | $6,280-29.5% | $6,689-33.8% |
| Admin fee / account holder | $506 | $12,109-95.8% | $10,428-95.2% | $13,390-96.2% |