Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $108,586 | $162,136-33.0% | $152,301-28.7% | $154,746-29.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 23.29% | 91.02%-67.7pp | 80.50%-57.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $3,335 | $4,890-31.8% | $4,624-27.9% | $4,379-23.8% |
| Participant deferral / active EE | $13,063 | $8,341+56.6% | $8,004+63.2% | $6,730+94.1% |
| Admin fee / account holder | $18,733 | $15,759+18.9% | $14,398+30.1% | $14,365+30.4% |