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 | $108,131 | $135,956-20.5% | $123,894-12.7% | $273,972-60.5% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 5.97% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,493 | $5,170-51.8% | $4,617-46.0% | $4,869-48.8% |
| Participant deferral / active EE | $6,367 | $6,343+0.4% | $5,984+6.4% | $5,287+20.4% |
| Admin fee / account holder | $2,267 | $9,817-76.9% | $8,357-72.9% | $10,133-77.6% |