Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $103,824 | $88,672+17.1% | $105,223-1.3% | $82,448+25.9% |
| Participation rate | 51.4% | 67.9%-16.5pp | 75.0%-23.6pp | 68.1%-16.6pp |
| Annual return | 19.38% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,751 | $3,048-42.5% | $3,689-52.5% | $2,551-31.3% |
| Participant deferral / active EE | $4,753 | $4,036+17.8% | $5,072-6.3% | $4,139+14.8% |
| Admin fee / account holder | $1,083 | $7,146-84.9% | $8,859-87.8% | $7,234-85.0% |