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 | $100,429 | $123,000-18.4% | $105,582-4.9% | $198,609-49.4% |
| Participation rate | 66.7% | 76.8%-10.1pp | 71.8%-5.1pp | 82.4%-15.7pp |
| Annual return | 8.01% | 18.31%-10.3pp | 18.61%-10.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $2,976 | $3,582-16.9% | $2,984-0.3% | $5,055-41.1% |
| Participant deferral / active EE | $7,276 | $5,013+45.1% | $4,353+67.1% | $6,977+4.3% |
| Admin fee / account holder | $1,534 | $16,254-90.6% | $12,856-88.1% | $19,030-91.9% |