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 | $118,093 | $136,860-13.7% | $120,344-1.9% | $154,746-23.7% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 14.21% | 21.38%-7.2pp | 20.30%-6.1pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,133 | $3,533-67.9% | $3,020-62.5% | $4,379-74.1% |
| Participant deferral / active EE | $2,389 | $5,793-58.8% | $5,135-53.5% | $6,730-64.5% |
| Admin fee / account holder | $834 | $15,393-94.6% | $12,742-93.5% | $14,365-94.2% |