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 | $131,458 | $172,111-23.6% | $150,298-12.5% | $137,256-4.2% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 14.50% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,340 | $4,636-28.0% | $4,154-19.6% | $4,156-19.6% |
| Participant deferral / active EE | $4,726 | $6,166-23.4% | $5,453-13.3% | $6,407-26.2% |
| Admin fee / account holder | $1,597 | $16,471-90.3% | $14,116-88.7% | $12,270-87.0% |