Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $125,570 | $174,379-28.0% | $152,093-17.4% | $138,895-9.6% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 20.02% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,239 | $4,652-30.4% | $4,175-22.4% | $4,194-22.8% |
| Participant deferral / active EE | $6,173 | $6,159+0.2% | $5,451+13.2% | $6,396-3.5% |
| Admin fee / account holder | $4,465 | $16,880-73.5% | $14,497-69.2% | $12,562-64.5% |