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 | $115,659 | $165,381-30.1% | $149,730-22.8% | $158,966-27.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.84% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $2,282 | $5,104-55.3% | $4,645-50.9% | $4,762-52.1% |
| Participant deferral / active EE | $3,628 | $7,182-49.5% | $6,843-47.0% | $5,983-39.4% |
| Admin fee / account holder | $10,926 | $10,809+1.1% | $9,310+17.4% | $11,250-2.9% |