Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $144,722 | $184,014-21.4% | $161,149-10.2% | $138,895+4.2% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.8%-15.2pp | 79.9%-16.3pp |
| Annual return | 20.63% | 21.52%-0.9pp | 21.16%-0.5pp | 145.39%-124.8pp |
| Employer contribution / active EE | $4,596 | $5,055-9.1% | $4,360+5.4% | $4,194+9.6% |
| Participant deferral / active EE | $10,346 | $6,909+49.7% | $6,153+68.1% | $6,396+61.8% |
| Admin fee / account holder | $536 | $18,027-97.0% | $15,194-96.5% | $12,562-95.7% |