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 | $104,146 | $156,398-33.4% | $147,318-29.3% | $138,895-25.0% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 79.9%-27.5pp |
| Annual return | 18.18% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,557 | $4,853-47.3% | $4,593-44.3% | $4,194-39.0% |
| Participant deferral / active EE | $6,238 | $8,237-24.3% | $7,906-21.1% | $6,396-2.5% |
| Admin fee / account holder | $726 | $14,976-95.1% | $13,708-94.7% | $12,562-94.2% |