Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $128,172 | $115,225+11.2% | $100,712+27.3% | $138,895-7.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 20.05% | 40.35%-20.3pp | 33.27%-13.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,640 | $2,771-40.8% | $2,313-29.1% | $4,194-60.9% |
| Participant deferral / active EE | $3,729 | $4,699-20.7% | $4,085-8.7% | $6,396-41.7% |
| Admin fee / account holder | $3,947 | $10,844-63.6% | $9,256-57.4% | $12,562-68.6% |