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 | $118,505 | $157,829-24.9% | $136,867-13.4% | $198,609-40.3% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 15.29% | 51.25%-36.0pp | 42.97%-27.7pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,164 | $3,923-44.8% | $3,547-39.0% | $5,055-57.2% |
| Participant deferral / active EE | $5,610 | $5,463+2.7% | $4,924+13.9% | $6,977-19.6% |
| Admin fee / account holder | $632 | $11,107-94.3% | $10,340-93.9% | $19,030-96.7% |