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 | $138,144 | $162,136-14.8% | $152,301-9.3% | $154,746-10.7% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 16.67% | 91.02%-74.4pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,561 | $4,890-47.6% | $4,624-44.6% | $4,379-41.5% |
| Participant deferral / active EE | $2,985 | $8,341-64.2% | $8,004-62.7% | $6,730-55.7% |
| Admin fee / account holder | $1,022 | $15,759-93.5% | $14,398-92.9% | $14,365-92.9% |