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 | $103,472 | $107,030-3.3% | $73,550+40.7% | $147,586-29.9% |
| Participation rate | 47.8% | 66.4%-18.5pp | 54.9%-7.1pp | 82.8%-35.0pp |
| Annual return | 16.15% | 38.25%-22.1pp | -15.16%+31.3pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,298 | $1,760-26.3% | $1,219+6.5% | $4,876-73.4% |
| Participant deferral / active EE | $5,200 | $2,458+111.5% | $1,804+188.2% | $5,439-4.4% |
| Admin fee / account holder | $2,230 | $3,055-27.0% | $2,320-3.9% | $10,886-79.5% |