Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $138,077 | $136,860+0.9% | $120,344+14.7% | $154,746-10.8% |
| Participation rate | 61.5% | 79.9%-18.3pp | 76.7%-15.2pp | 80.7%-19.2pp |
| Annual return | 17.06% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,109 | $3,533-12.0% | $3,020+2.9% | $4,379-29.0% |
| Participant deferral / active EE | $7,801 | $5,793+34.7% | $5,135+51.9% | $6,730+15.9% |
| Admin fee / account holder | $9,342 | $15,393-39.3% | $12,742-26.7% | $14,365-35.0% |