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 | $174,166 | $181,062-3.8% | $158,223+10.1% | $155,188+12.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 16.79% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,550 | $4,565-44.1% | $4,109-37.9% | $4,248-40.0% |
| Participant deferral / active EE | $5,701 | $6,134-7.1% | $5,467+4.3% | $6,531-12.7% |
| Admin fee / account holder | $24,795 | $18,825+31.7% | $16,047+54.5% | $14,480+71.2% |