Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $142,997 | $213,785-33.1% | $185,441-22.9% | $155,188-7.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 19.04% | 19.97%-0.9pp | 20.16%-1.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $2,360 | $5,393-56.2% | $4,672-49.5% | $4,248-44.5% |
| Participant deferral / active EE | $11,821 | $6,864+72.2% | $6,152+92.2% | $6,531+81.0% |
| Admin fee / account holder | $5,027 | $21,134-76.2% | $17,890-71.9% | $14,480-65.3% |