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 | $105,295 | $181,062-41.8% | $158,223-33.5% | $155,188-32.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 12.83% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,762 | $4,565-61.4% | $4,109-57.1% | $4,248-58.5% |
| Participant deferral / active EE | $8,228 | $6,134+34.1% | $5,467+50.5% | $6,531+26.0% |
| Admin fee / account holder | $2,196 | $18,825-88.3% | $16,047-86.3% | $14,480-84.8% |