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 | $128,892 | $162,136-20.5% | $152,301-15.4% | $154,746-16.7% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 19.51% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,260 | $4,890-53.8% | $4,624-51.1% | $4,379-48.4% |
| Participant deferral / active EE | $3,667 | $8,341-56.0% | $8,004-54.2% | $6,730-45.5% |
| Admin fee / account holder | $2,866 | $15,759-81.8% | $14,398-80.1% | $14,365-80.0% |