Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $156,320 | $162,136-3.6% | $152,301+2.6% | $154,746+1.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.98% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,704 | $4,890-65.1% | $4,624-63.1% | $4,379-61.1% |
| Participant deferral / active EE | $6,304 | $8,341-24.4% | $8,004-21.2% | $6,730-6.3% |
| Admin fee / account holder | $425 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |