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 | $146,068 | $154,228-5.3% | $145,433+0.4% | $137,256+6.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 14.74% | 74.59%-59.9pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,445 | $4,804-69.9% | $4,554-68.3% | $4,156-65.2% |
| Participant deferral / active EE | $5,039 | $8,216-38.7% | $7,897-36.2% | $6,407-21.3% |
| Admin fee / account holder | $1,905 | $14,344-86.7% | $13,129-85.5% | $12,270-84.5% |