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 | $147,380 | $146,267+0.8% | $197,124-25.2% | $82,448+78.8% |
| Participation rate | 69.7% | 84.0%-14.3pp | 86.7%-17.0pp | 68.1%+1.6pp |
| Annual return | 13.21% | 29.61%-16.4pp | 44.34%-31.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,667 | $4,723-43.5% | $6,227-57.2% | $2,551+4.6% |
| Participant deferral / active EE | $6,222 | $7,035-11.5% | $9,135-31.9% | $4,139+50.3% |
| Admin fee / account holder | $1,941 | $14,422-86.5% | $16,298-88.1% | $7,234-73.2% |