Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $145,442 | $155,555-6.5% | $146,866-1.0% | $155,188-6.3% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.5%-24.6pp | 80.8%-22.9pp |
| Annual return | 13.66% | 115.41%-101.8pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $2,694 | $4,647-42.0% | $4,425-39.1% | $4,248-36.6% |
| Participant deferral / active EE | $5,482 | $8,044-31.9% | $7,759-29.3% | $6,531-16.1% |
| Admin fee / account holder | $6,777 | $14,755-54.1% | $13,620-50.2% | $14,480-53.2% |