Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $105,913 | $162,136-34.7% | $152,301-30.5% | $154,746-31.6% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 18.39% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,607 | $4,890-67.1% | $4,624-65.3% | $4,379-63.3% |
| Participant deferral / active EE | $3,107 | $8,341-62.8% | $8,004-61.2% | $6,730-53.8% |
| Admin fee / account holder | $7,014 | $15,759-55.5% | $14,398-51.3% | $14,365-51.2% |