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 | $97,683 | $97,125+0.6% | $86,233+13.3% | $137,256-28.8% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.0%-14.0pp | 80.0%-25.0pp |
| Annual return | 15.53% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,100 | $2,841-61.3% | $2,504-56.1% | $4,156-73.5% |
| Participant deferral / active EE | $2,523 | $5,180-51.3% | $4,559-44.7% | $6,407-60.6% |
| Admin fee / account holder | $1,447 | $9,725-85.1% | $8,342-82.7% | $12,270-88.2% |