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 | $132,970 | $97,125+36.9% | $86,233+54.2% | $137,256-3.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 18.66% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,721 | $2,841-39.4% | $2,504-31.3% | $4,156-58.6% |
| Participant deferral / active EE | $5,481 | $5,180+5.8% | $4,559+20.2% | $6,407-14.5% |
| Admin fee / account holder | $2,337 | $9,725-76.0% | $8,342-72.0% | $12,270-81.0% |