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 | $117,798 | $154,228-23.6% | $145,433-19.0% | $137,256-14.2% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 15.79% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,765 | $4,804-42.4% | $4,554-39.3% | $4,156-33.5% |
| Participant deferral / active EE | $7,804 | $8,216-5.0% | $7,897-1.2% | $6,407+21.8% |
| Admin fee / account holder | $855 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |