Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $125,699 | $86,891+44.7% | $142,460-11.8% | $75,181+67.2% |
| Participation rate | 69.0% | 68.5%+0.4pp | 76.8%-7.8pp | 67.2%+1.8pp |
| Annual return | 15.17% | 23.31%-8.1pp | 19.99%-4.8pp | 160.69%-145.5pp |
| Employer contribution / active EE | $2,367 | $3,355-29.5% | $4,847-51.2% | $2,671-11.4% |
| Participant deferral / active EE | $5,671 | $4,938+14.8% | $6,283-9.8% | $4,126+37.4% |
| Admin fee / account holder | $1,813 | $7,299-75.2% | $10,011-81.9% | $5,650-67.9% |