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 | $104,218 | $96,731+7.7% | $123,973-15.9% | $86,983+19.8% |
| Participation rate | 61.4% | 70.0%-8.7pp | 76.7%-15.3pp | 69.5%-8.2pp |
| Annual return | 14.53% | 17.33%-2.8pp | 388.13%-373.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,625 | $3,297-50.7% | $4,126-60.6% | $2,584-37.1% |
| Participant deferral / active EE | $4,363 | $4,152+5.1% | $5,247-16.8% | $4,194+4.0% |
| Admin fee / account holder | $1,894 | $8,722-78.3% | $11,799-84.0% | $7,856-75.9% |