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 | $113,941 | $129,737-12.2% | $119,126-4.4% | $154,746-26.4% |
| Participation rate | 41.2% | 78.9%-37.7pp | 75.8%-34.6pp | 80.7%-39.5pp |
| Annual return | 14.07% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,333 | $4,375-69.5% | $4,034-66.9% | $4,379-69.6% |
| Participant deferral / active EE | $2,130 | $5,842-63.5% | $5,318-60.0% | $6,730-68.4% |
| Admin fee / account holder | $677 | $11,961-94.3% | $10,693-93.7% | $14,365-95.3% |