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 | $105,157 | $117,829-10.8% | $102,423+2.7% | $145,877-27.9% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 10.68% | 31.83%-21.2pp | 29.42%-18.7pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,908 | $3,615-47.2% | $3,023-36.9% | $4,663-59.1% |
| Participant deferral / active EE | $4,536 | $5,732-20.9% | $5,054-10.2% | $6,691-32.2% |
| Admin fee / account holder | $937 | $13,335-93.0% | $9,455-90.1% | $13,402-93.0% |