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 | $106,073 | $70,418+50.6% | $96,570+9.8% | $85,847+23.6% |
| Participation rate | 29.3% | 61.8%-32.5pp | 69.8%-40.5pp | 69.3%-40.0pp |
| Annual return | 25.97% | 18.59%+7.4pp | 37.79%-11.8pp | 318.61%-292.6pp |
| Employer contribution / active EE | $974 | $1,413-31.1% | $2,357-58.7% | $2,565-62.0% |
| Participant deferral / active EE | $1,565 | $2,894-45.9% | $3,849-59.3% | $3,952-60.4% |
| Admin fee / account holder | $1,184 | $4,995-76.3% | $6,182-80.8% | $6,261-81.1% |