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 | $159,731 | $199,109-19.8% | $173,730-8.1% | $154,746+3.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 17.79% | 20.02%-2.2pp | 19.96%-2.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,903 | $5,311-45.4% | $4,577-36.6% | $4,379-33.7% |
| Participant deferral / active EE | $6,493 | $7,113-8.7% | $6,326+2.6% | $6,730-3.5% |
| Admin fee / account holder | $12,697 | $20,916-39.3% | $17,523-27.5% | $14,365-11.6% |