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 | $100,453 | $115,225-12.8% | $100,712-0.3% | $138,895-27.7% |
| Participation rate | 30.0% | 74.3%-44.3pp | 69.3%-39.3pp | 79.9%-49.9pp |
| Annual return | 19.39% | 40.35%-21.0pp | 33.27%-13.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,122 | $2,771-59.5% | $2,313-51.5% | $4,194-73.3% |
| Participant deferral / active EE | $7,537 | $4,699+60.4% | $4,085+84.5% | $6,396+17.8% |
| Admin fee / account holder | $1,508 | $10,844-86.1% | $9,256-83.7% | $12,562-88.0% |