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 | $120,782 | $102,245+18.1% | $89,340+35.2% | $137,256-12.0% |
| Participation rate | 64.7% | 74.9%-10.2pp | 69.6%-4.9pp | 80.0%-15.3pp |
| Annual return | 18.47% | 21.89%-3.4pp | 20.57%-2.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $6,214 | $2,529+145.7% | $2,231+178.5% | $4,156+49.5% |
| Participant deferral / active EE | $9,910 | $4,436+123.4% | $3,823+159.2% | $6,407+54.7% |
| Admin fee / account holder | $1,053 | $8,085-87.0% | $6,704-84.3% | $12,270-91.4% |