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 | $98,958 | $174,018-43.1% | $136,833-27.7% | $198,609-50.2% |
| Participation rate | 62.5% | 65.1%-2.6pp | 59.0%+3.5pp | 82.4%-19.9pp |
| Annual return | 15.71% | 35.16%-19.4pp | 35.32%-19.6pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,352 | $1,571-14.0% | $1,319+2.5% | $5,055-73.3% |
| Participant deferral / active EE | $3,833 | $2,873+33.4% | $2,441+57.0% | $6,977-45.1% |
| Admin fee / account holder | $1,094 | $5,434-79.9% | $4,706-76.7% | $19,030-94.3% |