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 | $133,902 | $171,272-21.8% | $127,803+4.8% | $152,885-12.4% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.0%-24.8pp | 82.5%-28.3pp |
| Annual return | 18.69% | 23.54%-4.8pp | 26.14%-7.4pp | 345.39%-326.7pp |
| Employer contribution / active EE | $1,293 | $5,451-76.3% | $4,576-71.7% | $4,763-72.9% |
| Participant deferral / active EE | $4,208 | $7,043-40.3% | $6,023-30.1% | $5,851-28.1% |
| Admin fee / account holder | $2,763 | $14,540-81.0% | $9,399-70.6% | $11,598-76.2% |