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 | $132,386 | $155,555-14.9% | $146,866-9.9% | $155,188-14.7% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 15.59% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,363 | $4,647-70.7% | $4,425-69.2% | $4,248-67.9% |
| Participant deferral / active EE | $8,091 | $8,044+0.6% | $7,759+4.3% | $6,531+23.9% |
| Admin fee / account holder | $1,395 | $14,755-90.5% | $13,620-89.8% | $14,480-90.4% |