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 | $112,103 | $185,312-39.5% | $161,489-30.6% | $154,746-27.6% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 15.15% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,088 | $4,769-56.2% | $4,268-51.1% | $4,379-52.3% |
| Participant deferral / active EE | $5,144 | $6,350-19.0% | $5,630-8.6% | $6,730-23.6% |
| Admin fee / account holder | $3,810 | $18,654-79.6% | $16,006-76.2% | $14,365-73.5% |