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 | $25,488 | $174,379-85.4% | $152,093-83.2% | $138,895-81.6% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 16.55% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,135 | $4,652-54.1% | $4,175-48.9% | $4,194-49.1% |
| Participant deferral / active EE | $4,492 | $6,159-27.1% | $5,451-17.6% | $6,396-29.8% |
| Admin fee / account holder | $1,503 | $16,880-91.1% | $14,497-89.6% | $12,562-88.0% |