Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $121,404 | $185,312-34.5% | $161,489-24.8% | $154,746-21.5% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.7%-34.9pp | 80.7%-37.0pp |
| Annual return | 19.43% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $5,319 | $4,769+11.5% | $4,268+24.6% | $4,379+21.5% |
| Participant deferral / active EE | $3,516 | $6,350-44.6% | $5,630-37.6% | $6,730-47.8% |
| Admin fee / account holder | $1,251 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |