Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $126,219 | $154,228-18.2% | $145,433-13.2% | $137,256-8.0% |
| Participation rate | 61.9% | 83.8%-21.9pp | 82.1%-20.2pp | 80.0%-18.1pp |
| Annual return | 26.36% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $5,269 | $4,804+9.7% | $4,554+15.7% | $4,156+26.8% |
| Participant deferral / active EE | $13,484 | $8,216+64.1% | $7,897+70.7% | $6,407+110.5% |
| Admin fee / account holder | $4,970 | $14,344-65.4% | $13,129-62.1% | $12,270-59.5% |