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 | $128,784 | $184,014-30.0% | $161,149-20.1% | $138,895-7.3% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.8%-15.7pp | 79.9%-16.8pp |
| Annual return | 16.17% | 21.52%-5.4pp | 21.16%-5.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $6,376 | $5,055+26.1% | $4,360+46.2% | $4,194+52.0% |
| Participant deferral / active EE | $10,839 | $6,909+56.9% | $6,153+76.1% | $6,396+69.5% |
| Admin fee / account holder | $1,149 | $18,027-93.6% | $15,194-92.4% | $12,562-90.9% |