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 | $126,472 | $93,598+35.1% | $135,974-7.0% | $75,173+68.2% |
| Participation rate | 64.3% | 75.2%-10.9pp | 81.9%-17.6pp | 67.2%-2.9pp |
| Annual return | 17.15% | 30.89%-13.7pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $3,245 | $3,538-8.3% | $4,859-33.2% | $2,671+21.5% |
| Participant deferral / active EE | $6,288 | $6,405-1.8% | $7,760-19.0% | $4,126+52.4% |
| Admin fee / account holder | $2,158 | $6,978-69.1% | $10,767-80.0% | $5,651-61.8% |