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 | $121,069 | $172,111-29.7% | $150,298-19.4% | $137,256-11.8% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 13.83% | 69.37%-55.5pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,445 | $4,636-68.8% | $4,154-65.2% | $4,156-65.2% |
| Participant deferral / active EE | $7,218 | $6,166+17.1% | $5,453+32.4% | $6,407+12.7% |
| Admin fee / account holder | $5,432 | $16,471-67.0% | $14,116-61.5% | $12,270-55.7% |