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 | $85,931 | $114,119-24.7% | $107,187-19.8% | $138,895-38.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.97% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,851 | $4,059-54.4% | $3,782-51.1% | $4,194-55.9% |
| Participant deferral / active EE | $4,867 | $5,538-12.1% | $5,096-4.5% | $6,396-23.9% |
| Admin fee / account holder | $4,365 | $10,024-56.5% | $9,162-52.4% | $12,562-65.3% |