Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $104,517 | $196,972-46.9% | $182,262-42.7% | $198,609-47.4% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 18.24% | 158.27%-140.0pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $3,553 | $5,364-33.8% | $5,046-29.6% | $5,055-29.7% |
| Participant deferral / active EE | $7,915 | $8,643-8.4% | $8,276-4.4% | $6,977+13.4% |
| Admin fee / account holder | $8,559 | $18,429-53.6% | $16,712-48.8% | $19,030-55.0% |