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 | $96,945 | $154,754-37.4% | $124,206-21.9% | $138,895-30.2% |
| Participation rate | 65.0% | 75.5%-10.5pp | 69.6%-4.6pp | 79.9%-14.9pp |
| Annual return | 15.40% | 709.28%-693.9pp | 515.27%-499.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,698 | $4,446-61.8% | $3,540-52.0% | $4,194-59.5% |
| Participant deferral / active EE | $2,023 | $4,621-56.2% | $3,968-49.0% | $6,396-68.4% |
| Admin fee / account holder | $1,840 | $6,690-72.5% | $5,929-69.0% | $12,562-85.4% |