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 | $146,510 | $77,908+88.1% | $149,696-2.1% | $75,173+94.9% |
| Participation rate | 67.6% | 65.6%+2.0pp | 78.8%-11.2pp | 67.2%+0.4pp |
| Annual return | 20.67% | 31.73%-11.1pp | 134.46%-113.8pp | 160.72%-140.0pp |
| Employer contribution / active EE | $3,195 | $3,138+1.8% | $4,821-33.7% | $2,671+19.6% |
| Participant deferral / active EE | $6,401 | $3,411+87.7% | $5,682+12.7% | $4,126+55.1% |
| Admin fee / account holder | $2,286 | $5,950-61.6% | $13,212-82.7% | $5,651-59.5% |