Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $114,679 | $155,555-26.3% | $146,866-21.9% | $155,188-26.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 13.63% | 115.41%-101.8pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $4,262 | $4,647-8.3% | $4,425-3.7% | $4,248+0.3% |
| Participant deferral / active EE | $7,230 | $8,044-10.1% | $7,759-6.8% | $6,531+10.7% |
| Admin fee / account holder | $1,685 | $14,755-88.6% | $13,620-87.6% | $14,480-88.4% |