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 | $107,231 | $105,284+1.8% | $150,734-28.9% | $94,015+14.1% |
| Participation rate | 52.9% | 71.7%-18.8pp | 78.4%-25.5pp | 70.8%-17.9pp |
| Annual return | 14.69% | 15.67%-1.0pp | 600.81%-586.1pp | 17.84%-3.2pp |
| Employer contribution / active EE | $3,432 | $3,599-4.6% | $4,918-30.2% | $2,790+23.0% |
| Participant deferral / active EE | $6,888 | $4,274+61.2% | $5,610+22.8% | $4,249+62.1% |
| Admin fee / account holder | $22,635 | $9,839+130.1% | $14,905+51.9% | $8,951+152.9% |