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 | $108,741 | $157,296-30.9% | $141,191-23.0% | $152,897-28.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 23.52% | 64.34%-40.8pp | 71.41%-47.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,391 | $5,262-73.6% | $4,736-70.6% | $4,764-70.8% |
| Participant deferral / active EE | $5,720 | $7,111-19.6% | $6,710-14.8% | $5,851-2.2% |
| Admin fee / account holder | $1,207 | $12,125-90.0% | $10,264-88.2% | $11,599-89.6% |