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 | $92,971 | $185,312-49.8% | $161,489-42.4% | $154,746-39.9% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.7%-20.8pp | 80.7%-22.8pp |
| Annual return | 17.67% | 103.84%-86.2pp | 89.72%-72.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,126 | $4,769-55.4% | $4,268-50.2% | $4,379-51.4% |
| Participant deferral / active EE | $3,968 | $6,350-37.5% | $5,630-29.5% | $6,730-41.0% |
| Admin fee / account holder | $5,185 | $18,654-72.2% | $16,006-67.6% | $14,365-63.9% |