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 | $100,425 | $174,379-42.4% | $152,093-34.0% | $138,895-27.7% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 15.47% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,072 | $4,652-76.9% | $4,175-74.3% | $4,194-74.4% |
| Participant deferral / active EE | $4,358 | $6,159-29.2% | $5,451-20.1% | $6,396-31.9% |
| Admin fee / account holder | $4,735 | $16,880-72.0% | $14,497-67.3% | $12,562-62.3% |