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 | $123,483 | $227,291-45.7% | $214,702-42.5% | $155,188-20.4% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 18.57% | 60.08%-41.5pp | 54.55%-36.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $2,335 | $6,772-65.5% | $6,461-63.9% | $4,248-45.0% |
| Participant deferral / active EE | $6,323 | $9,582-34.0% | $9,147-30.9% | $6,531-3.2% |
| Admin fee / account holder | $747 | $20,413-96.3% | $19,830-96.2% | $14,480-94.8% |