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 | $133,086 | $156,398-14.9% | $147,318-9.7% | $138,895-4.2% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 15.82% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,547 | $4,853-47.5% | $4,593-44.5% | $4,194-39.3% |
| Participant deferral / active EE | $7,811 | $8,237-5.2% | $7,906-1.2% | $6,396+22.1% |
| Admin fee / account holder | $1,375 | $14,976-90.8% | $13,708-90.0% | $12,562-89.1% |