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 | $151,064 | $165,381-8.7% | $149,730+0.9% | $158,966-5.0% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 14.87% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,176 | $5,104-77.0% | $4,645-74.7% | $4,762-75.3% |
| Participant deferral / active EE | $2,741 | $7,182-61.8% | $6,843-59.9% | $5,983-54.2% |
| Admin fee / account holder | $5,611 | $10,809-48.1% | $9,310-39.7% | $11,250-50.1% |