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 | $115,770 | $126,661-8.6% | $113,397+2.1% | $138,895-16.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 15.83% | 25.05%-9.2pp | 23.20%-7.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,189 | $3,456-36.7% | $2,977-26.5% | $4,194-47.8% |
| Participant deferral / active EE | $4,646 | $5,693-18.4% | $5,076-8.5% | $6,396-27.4% |
| Admin fee / account holder | $518 | $14,549-96.4% | $11,957-95.7% | $12,562-95.9% |