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 | $146,080 | $172,111-15.1% | $150,298-2.8% | $137,256+6.4% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 27.53% | 69.37%-41.8pp | 62.79%-35.3pp | 220.34%-192.8pp |
| Employer contribution / active EE | $876 | $4,636-81.1% | $4,154-78.9% | $4,156-78.9% |
| Participant deferral / active EE | $4,076 | $6,166-33.9% | $5,453-25.2% | $6,407-36.4% |
| Admin fee / account holder | $9,803 | $16,471-40.5% | $14,116-30.6% | $12,270-20.1% |