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 | $97,592 | $210,510-53.6% | $153,500-36.4% | $145,877-33.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 12.48% | 13.45%-1.0pp | 15.70%-3.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,637 | $6,052-73.0% | $5,039-67.5% | $4,663-64.9% |
| Participant deferral / active EE | $4,097 | $7,974-48.6% | $6,756-39.4% | $6,691-38.8% |
| Admin fee / account holder | $5,184 | $19,455-73.4% | $12,736-59.3% | $13,402-61.3% |