Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $107,602 | $174,379-38.3% | $152,093-29.3% | $138,895-22.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.71% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,408 | $4,652-69.7% | $4,175-66.3% | $4,194-66.4% |
| Participant deferral / active EE | $5,301 | $6,159-13.9% | $5,451-2.8% | $6,396-17.1% |
| Admin fee / account holder | $10,978 | $16,880-35.0% | $14,497-24.3% | $12,562-12.6% |