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 | $151,962 | $185,312-18.0% | $161,489-5.9% | $154,746-1.8% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 12.15% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,885 | $4,769-60.5% | $4,268-55.8% | $4,379-57.0% |
| Participant deferral / active EE | $5,821 | $6,350-8.3% | $5,630+3.4% | $6,730-13.5% |
| Admin fee / account holder | $1,204 | $18,654-93.5% | $16,006-92.5% | $14,365-91.6% |