Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $137,680 | $154,228-10.7% | $145,433-5.3% | $137,256+0.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.82% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $24,072 | $4,804+401.1% | $4,554+428.5% | $4,156+479.2% |
| Participant deferral / active EE | $9,155 | $8,216+11.4% | $7,897+15.9% | $6,407+42.9% |
| Admin fee / account holder | $1,436 | $14,344-90.0% | $13,129-89.1% | $12,270-88.3% |