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 | $103,174 | $154,193-33.1% | $130,045-20.7% | $139,466-26.0% |
| Participation rate | 43.8% | 82.0%-38.2pp | 78.5%-34.8pp | 80.3%-36.6pp |
| Annual return | 10.51% | 32.51%-22.0pp | -137.30%+147.8pp | 373.66%-363.2pp |
| Employer contribution / active EE | $2,836 | $5,292-46.4% | $4,321-34.4% | $4,754-40.3% |
| Participant deferral / active EE | $6,085 | $6,709-9.3% | $5,820+4.5% | $6,712-9.3% |
| Admin fee / account holder | $1,600 | $13,989-88.6% | $10,600-84.9% | $11,409-86.0% |