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 | $82,386 | $114,119-27.8% | $107,187-23.1% | $138,895-40.7% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 79.9%-36.2pp |
| Annual return | 17.74% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,231 | $4,059-69.7% | $3,782-67.5% | $4,194-70.7% |
| Participant deferral / active EE | $3,340 | $5,538-39.7% | $5,096-34.5% | $6,396-47.8% |
| Admin fee / account holder | $1,097 | $10,024-89.1% | $9,162-88.0% | $12,562-91.3% |