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 | $103,720 | $111,814-7.2% | $103,374+0.3% | $145,959-28.9% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 10.65% | 24.77%-14.1pp | 24.89%-14.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,194 | $4,214-47.9% | $3,869-43.3% | $4,661-52.9% |
| Participant deferral / active EE | $5,501 | $5,618-2.1% | $5,058+8.8% | $6,689-17.7% |
| Admin fee / account holder | $3,797 | $9,754-61.1% | $8,394-54.8% | $13,398-71.7% |