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 | $134,375 | $99,994+34.4% | $146,643-8.4% | $85,847+56.5% |
| Participation rate | 62.1% | 73.1%-11.0pp | 80.1%-18.0pp | 69.3%-7.3pp |
| Annual return | 14.91% | 18.93%-4.0pp | 22.75%-7.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $1,314 | $2,559-48.6% | $4,137-68.2% | $2,565-48.8% |
| Participant deferral / active EE | $3,705 | $4,006-7.5% | $5,506-32.7% | $3,952-6.3% |
| Admin fee / account holder | $5,794 | $7,703-24.8% | $10,280-43.6% | $6,261-7.5% |