Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $107,293 | $114,119-6.0% | $107,187+0.1% | $138,895-22.8% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 17.39% | 273.21%-255.8pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,815 | $4,059-55.3% | $3,782-52.0% | $4,194-56.7% |
| Participant deferral / active EE | $3,235 | $5,538-41.6% | $5,096-36.5% | $6,396-49.4% |
| Admin fee / account holder | $18,021 | $10,024+79.8% | $9,162+96.7% | $12,562+43.5% |