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 | $121,504 | $174,379-30.3% | $152,093-20.1% | $138,895-12.5% |
| Participation rate | 68.4% | 81.6%-13.2pp | 77.8%-9.3pp | 79.9%-11.5pp |
| Annual return | 11.94% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,102 | $4,652-54.8% | $4,175-49.6% | $4,194-49.9% |
| Participant deferral / active EE | $5,499 | $6,159-10.7% | $5,451+0.9% | $6,396-14.0% |
| Admin fee / account holder | $2,139 | $16,880-87.3% | $14,497-85.2% | $12,562-83.0% |