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 | $126,423 | $105,960+19.3% | $81,726+54.7% | $158,982-20.5% |
| Participation rate | 60.9% | 75.6%-14.7pp | 72.0%-11.1pp | 82.0%-21.1pp |
| Annual return | 20.07% | 38.19%-18.1pp | 29.49%-9.4pp | 302.99%-282.9pp |
| Employer contribution / active EE | $1,308 | $7,805-83.2% | $4,311-69.7% | $4,763-72.5% |
| Participant deferral / active EE | $3,249 | $13,011-75.0% | $7,108-54.3% | $5,983-45.7% |
| Admin fee / account holder | $2,607 | $8,494-69.3% | $5,160-49.5% | $11,252-76.8% |