Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $107,853 | $181,062-40.4% | $158,223-31.8% | $155,188-30.5% |
| Participation rate | 30.0% | 82.7%-52.7pp | 79.2%-49.2pp | 80.8%-50.8pp |
| Annual return | 20.15% | 57.39%-37.2pp | 52.09%-31.9pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,402 | $4,565-69.3% | $4,109-65.9% | $4,248-67.0% |
| Participant deferral / active EE | $5,111 | $6,134-16.7% | $5,467-6.5% | $6,531-21.7% |
| Admin fee / account holder | $520 | $18,825-97.2% | $16,047-96.8% | $14,480-96.4% |