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 | $156,398-19.3% | $147,318-14.3% | $138,895-9.1% |
| Participation rate | 61.9% | 83.8%-21.9pp | 82.1%-20.2pp | 79.9%-18.0pp |
| Annual return | 26.36% | 78.75%-52.4pp | 70.43%-44.1pp | 145.39%-119.0pp |
| Employer contribution / active EE | $5,269 | $4,853+8.6% | $4,593+14.7% | $4,194+25.6% |
| Participant deferral / active EE | $13,484 | $8,237+63.7% | $7,906+70.5% | $6,396+110.8% |
| Admin fee / account holder | $4,970 | $14,976-66.8% | $13,708-63.7% | $12,562-60.4% |