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 | $142,818 | $155,555-8.2% | $146,866-2.8% | $155,188-8.0% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.5%-53.9pp | 80.8%-52.2pp |
| Annual return | 21.09% | 115.41%-94.3pp | 102.85%-81.8pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,051 | $4,647-77.4% | $4,425-76.3% | $4,248-75.3% |
| Participant deferral / active EE | $3,048 | $8,044-62.1% | $7,759-60.7% | $6,531-53.3% |
| Admin fee / account holder | $756 | $14,755-94.9% | $13,620-94.4% | $14,480-94.8% |