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 | $92,475 | $154,228-40.0% | $145,433-36.4% | $137,256-32.6% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 16.20% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,922 | $4,804-39.2% | $4,554-35.8% | $4,156-29.7% |
| Participant deferral / active EE | $5,329 | $8,216-35.1% | $7,897-32.5% | $6,407-16.8% |
| Admin fee / account holder | $2,264 | $14,344-84.2% | $13,129-82.8% | $12,270-81.5% |