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 | $104,009 | $60,442+72.1% | $96,754+7.5% | $87,485+18.9% |
| Participation rate | 54.8% | 58.7%-3.9pp | 70.3%-15.4pp | 68.9%-14.1pp |
| Annual return | 16.59% | 21.97%-5.4pp | 82.04%-65.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $3,837 | $1,691+126.9% | $2,679+43.2% | $2,596+47.8% |
| Participant deferral / active EE | $4,942 | $3,280+50.7% | $4,758+3.9% | $4,274+15.6% |
| Admin fee / account holder | $5,000 | $5,069-1.4% | $8,905-43.8% | $7,775-35.7% |