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 | $140,426 | $111,814+25.6% | $103,378+35.8% | $145,978-3.8% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 16.31% | 24.80%-8.5pp | 24.91%-8.6pp | 550.52%-534.2pp |
| Employer contribution / active EE | $2,037 | $4,215-51.7% | $3,870-47.4% | $4,662-56.3% |
| Participant deferral / active EE | $5,680 | $5,618+1.1% | $5,058+12.3% | $6,690-15.1% |
| Admin fee / account holder | $5,189 | $9,764-46.9% | $8,401-38.2% | $13,400-61.3% |