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 | $125,130 | $185,312-32.5% | $161,489-22.5% | $154,746-19.1% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 23.43% | 103.84%-80.4pp | 89.72%-66.3pp | 172.34%-148.9pp |
| Employer contribution / active EE | $2,536 | $4,769-46.8% | $4,268-40.6% | $4,379-42.1% |
| Participant deferral / active EE | $5,130 | $6,350-19.2% | $5,630-8.9% | $6,730-23.8% |
| Admin fee / account holder | $5,014 | $18,654-73.1% | $16,006-68.7% | $14,365-65.1% |