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 | $110,172 | $89,367+23.3% | $141,191-22.0% | $72,975+51.0% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 23.73% | 111.87%-88.1pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,175 | $3,115-62.3% | $4,736-75.2% | $2,440-51.8% |
| Participant deferral / active EE | $6,339 | $5,419+17.0% | $6,710-5.5% | $3,608+75.7% |
| Admin fee / account holder | $404 | $5,957-93.2% | $10,264-96.1% | $5,124-92.1% |