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 | $154,885 | $154,228+0.4% | $145,433+6.5% | $137,256+12.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.29% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,472 | $4,804-69.4% | $4,554-67.7% | $4,156-64.6% |
| Participant deferral / active EE | $3,585 | $8,216-56.4% | $7,897-54.6% | $6,407-44.0% |
| Admin fee / account holder | $1,110 | $14,344-92.3% | $13,129-91.5% | $12,270-91.0% |