Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $131,922 | $155,555-15.2% | $146,866-10.2% | $155,188-15.0% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.5%-28.0pp | 80.8%-26.3pp |
| Annual return | 10.71% | 115.41%-104.7pp | 102.85%-92.1pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,541 | $4,647-66.8% | $4,425-65.2% | $4,248-63.7% |
| Participant deferral / active EE | $5,836 | $8,044-27.5% | $7,759-24.8% | $6,531-10.6% |
| Admin fee / account holder | $1,580 | $14,755-89.3% | $13,620-88.4% | $14,480-89.1% |