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 | $131,406 | $199,109-34.0% | $173,730-24.4% | $154,746-15.1% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.6%-26.9pp | 80.7%-28.1pp |
| Annual return | 20.76% | 20.02%+0.7pp | 19.96%+0.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,244 | $5,311-38.9% | $4,577-29.1% | $4,379-25.9% |
| Participant deferral / active EE | $4,620 | $7,113-35.0% | $6,326-27.0% | $6,730-31.4% |
| Admin fee / account holder | $852 | $20,916-95.9% | $17,523-95.1% | $14,365-94.1% |