Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $108,223 | $129,737-16.6% | $119,126-9.2% | $154,746-30.1% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 13.74% | 379.08%-365.3pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,523 | $4,375-65.2% | $4,034-62.2% | $4,379-65.2% |
| Participant deferral / active EE | $4,924 | $5,842-15.7% | $5,318-7.4% | $6,730-26.8% |
| Admin fee / account holder | $1,538 | $11,961-87.1% | $10,693-85.6% | $14,365-89.3% |