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 | $134,859 | $98,776+36.5% | $149,745-9.9% | $79,856+68.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 15.01% | 27.38%-12.4pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,624 | $3,217-18.4% | $4,646-43.5% | $2,471+6.2% |
| Participant deferral / active EE | $4,962 | $5,681-12.7% | $6,843-27.5% | $3,741+32.7% |
| Admin fee / account holder | $557 | $6,053-90.8% | $9,312-94.0% | $5,306-89.5% |