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 | $147,309 | $103,387+42.5% | $87,102+69.1% | $152,885-3.6% |
| Participation rate | 69.2% | 79.4%-10.1pp | 76.9%-7.6pp | 82.5%-13.2pp |
| Annual return | 23.01% | 28.10%-5.1pp | 28.19%-5.2pp | 345.39%-322.4pp |
| Employer contribution / active EE | $1,998 | $3,221-37.9% | $2,521-20.7% | $4,763-58.0% |
| Participant deferral / active EE | $4,735 | $4,778-0.9% | $4,048+17.0% | $5,851-19.1% |
| Admin fee / account holder | $6,267 | $12,193-48.6% | $7,491-16.3% | $11,598-46.0% |