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 | $106,546 | $210,510-49.4% | $153,500-30.6% | $145,877-27.0% |
| Participation rate | 68.4% | 82.1%-13.7pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 11.83% | 13.45%-1.6pp | 15.70%-3.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,385 | $6,052-60.6% | $5,039-52.7% | $4,663-48.8% |
| Participant deferral / active EE | $5,038 | $7,974-36.8% | $6,756-25.4% | $6,691-24.7% |
| Admin fee / account holder | $7,019 | $19,455-63.9% | $12,736-44.9% | $13,402-47.6% |