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 | $75,005 | $156,398-52.0% | $147,318-49.1% | $138,895-46.0% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 79.9%-27.7pp |
| Annual return | 16.60% | 78.75%-62.2pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,110 | $4,853-56.5% | $4,593-54.0% | $4,194-49.7% |
| Participant deferral / active EE | $3,110 | $8,237-62.2% | $7,906-60.7% | $6,396-51.4% |
| Admin fee / account holder | $533 | $14,976-96.4% | $13,708-96.1% | $12,562-95.8% |