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 | $105,500 | $80,748+30.7% | $102,383+3.0% | $74,429+41.7% |
| Participation rate | 52.0% | 65.7%-13.7pp | 74.5%-22.5pp | 67.2%-15.2pp |
| Annual return | 12.04% | 27.57%-15.5pp | 24.94%-12.9pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $1,448 | $3,159-54.2% | $3,870-62.6% | $2,625-44.8% |
| Participant deferral / active EE | $5,659 | $3,861+46.6% | $5,060+11.8% | $4,348+30.1% |
| Admin fee / account holder | $10,093 | $2,371+325.7% | $8,391+20.3% | $1,944+419.1% |