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 | $96,484 | $115,225-16.3% | $100,712-4.2% | $138,895-30.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 24.59% | 40.35%-15.8pp | 33.27%-8.7pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,406 | $2,771-49.3% | $2,313-39.2% | $4,194-66.5% |
| Participant deferral / active EE | $11,341 | $4,699+141.3% | $4,085+177.6% | $6,396+77.3% |
| Admin fee / account holder | $5,014 | $10,844-53.8% | $9,256-45.8% | $12,562-60.1% |