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 | $107,308 | $181,062-40.7% | $158,223-32.2% | $155,188-30.9% |
| Participation rate | 36.4% | 82.7%-46.3pp | 79.2%-42.8pp | 80.8%-44.4pp |
| Annual return | 15.81% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,028 | $4,565-33.7% | $4,109-26.3% | $4,248-28.7% |
| Participant deferral / active EE | $3,404 | $6,134-44.5% | $5,467-37.7% | $6,531-47.9% |
| Admin fee / account holder | $448 | $18,825-97.6% | $16,047-97.2% | $14,480-96.9% |