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 | $114,554 | $107,733+6.3% | $92,985+23.2% | $154,746-26.0% |
| Participation rate | 61.5% | 74.6%-13.0pp | 69.5%-8.0pp | 80.7%-19.2pp |
| Annual return | 26.66% | 30.39%-3.7pp | 27.99%-1.3pp | 172.34%-145.7pp |
| Employer contribution / active EE | $2,349 | $3,126-24.9% | $2,662-11.8% | $4,379-46.4% |
| Participant deferral / active EE | $4,479 | $5,053-11.4% | $4,377+2.3% | $6,730-33.5% |
| Admin fee / account holder | $6,224 | $11,369-45.3% | $9,463-34.2% | $14,365-56.7% |