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 | $111,420 | $176,402-36.8% | $134,162-17.0% | $158,982-29.9% |
| Participation rate | 60.9% | 78.7%-17.9pp | 72.2%-11.3pp | 82.0%-21.1pp |
| Annual return | 26.04% | 63.66%-37.6pp | 36.35%-10.3pp | 302.99%-276.9pp |
| Employer contribution / active EE | $2,599 | $5,042-48.5% | $3,705-29.8% | $4,763-45.4% |
| Participant deferral / active EE | $3,464 | $4,093-15.4% | $3,500-1.0% | $5,983-42.1% |
| Admin fee / account holder | $9,875 | $8,719+13.3% | $6,685+47.7% | $11,252-12.2% |