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 | $121,040 | $157,276-23.0% | $141,177-14.3% | $152,885-20.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 15.54% | 64.33%-48.8pp | 71.40%-55.9pp | 345.39%-329.9pp |
| Employer contribution / active EE | $2,451 | $5,262-53.4% | $4,736-48.2% | $4,763-48.5% |
| Participant deferral / active EE | $6,029 | $7,110-15.2% | $6,710-10.1% | $5,851+3.1% |
| Admin fee / account holder | $1,693 | $12,123-86.0% | $10,263-83.5% | $11,598-85.4% |