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 | $106,275 | $124,980-15.0% | $108,359-1.9% | $154,746-31.3% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 23.85% | 45.00%-21.1pp | 36.89%-13.0pp | 172.34%-148.5pp |
| Employer contribution / active EE | $2,556 | $2,851-10.3% | $2,399+6.5% | $4,379-41.6% |
| Participant deferral / active EE | $1,505 | $4,743-68.3% | $4,137-63.6% | $6,730-77.6% |
| Admin fee / account holder | $501 | $11,502-95.6% | $9,741-94.9% | $14,365-96.5% |