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 | $142,507 | $185,312-23.1% | $161,489-11.8% | $154,746-7.9% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 14.74% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,675 | $4,769-64.9% | $4,268-60.8% | $4,379-61.7% |
| Participant deferral / active EE | $5,847 | $6,350-7.9% | $5,630+3.8% | $6,730-13.1% |
| Admin fee / account holder | $12,506 | $18,654-33.0% | $16,006-21.9% | $14,365-12.9% |