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 | $88,377 | $114,119-22.6% | $107,187-17.5% | $138,895-36.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.41% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,950 | $4,059-51.9% | $3,782-48.4% | $4,194-53.5% |
| Participant deferral / active EE | $4,802 | $5,538-13.3% | $5,096-5.8% | $6,396-24.9% |
| Admin fee / account holder | $4,098 | $10,024-59.1% | $9,162-55.3% | $12,562-67.4% |