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 | $124,940 | $162,136-22.9% | $152,301-18.0% | $154,746-19.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.67% | 91.02%-72.4pp | 80.50%-61.8pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,692 | $4,890-65.4% | $4,624-63.4% | $4,379-61.4% |
| Participant deferral / active EE | $6,623 | $8,341-20.6% | $8,004-17.3% | $6,730-1.6% |
| Admin fee / account holder | $816 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |