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 | $103,861 | $181,062-42.6% | $158,223-34.4% | $155,188-33.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 11.75% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,764 | $4,565-61.4% | $4,109-57.1% | $4,248-58.5% |
| Participant deferral / active EE | $6,433 | $6,134+4.9% | $5,467+17.7% | $6,531-1.5% |
| Admin fee / account holder | $1,921 | $18,825-89.8% | $16,047-88.0% | $14,480-86.7% |