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 | $148,794 | $155,555-4.3% | $146,866+1.3% | $155,188-4.1% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.5%-29.2pp | 80.8%-27.5pp |
| Annual return | 19.28% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,703 | $4,647-41.8% | $4,425-38.9% | $4,248-36.4% |
| Participant deferral / active EE | $3,844 | $8,044-52.2% | $7,759-50.5% | $6,531-41.1% |
| Admin fee / account holder | $15,455 | $14,755+4.7% | $13,620+13.5% | $14,480+6.7% |