Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $106,061 | $201,344-47.3% | $184,243-42.4% | $145,877-27.3% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 11.46% | 29.01%-17.5pp | 28.82%-17.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $9,563 | $7,022+36.2% | $6,427+48.8% | $4,663+105.1% |
| Participant deferral / active EE | $9,542 | $9,807-2.7% | $9,132+4.5% | $6,691+42.6% |
| Admin fee / account holder | $967 | $16,382-94.1% | $13,914-93.0% | $13,402-92.8% |