Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,720 | $111,535-26.7% | $105,223-22.3% | $137,256-40.5% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 12.05% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,606 | $3,939-59.2% | $3,689-56.5% | $4,156-61.4% |
| Participant deferral / active EE | $3,705 | $5,500-32.6% | $5,072-27.0% | $6,407-42.2% |
| Admin fee / account holder | $9,875 | $9,721+1.6% | $8,859+11.5% | $12,270-19.5% |