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 | $109,991 | $134,817-18.4% | $123,973-11.3% | $155,188-29.1% |
| Participation rate | 53.3% | 79.4%-26.1pp | 76.7%-23.3pp | 80.8%-27.5pp |
| Annual return | 16.14% | 515.49%-499.4pp | 388.13%-372.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,597 | $4,425-63.9% | $4,126-61.3% | $4,248-62.4% |
| Participant deferral / active EE | $2,497 | $5,706-56.2% | $5,247-52.4% | $6,531-61.8% |
| Admin fee / account holder | $5,055 | $13,245-61.8% | $11,799-57.2% | $14,480-65.1% |