Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $98,107 | $155,555-36.9% | $146,866-33.2% | $155,188-36.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.5%-18.2pp | 80.8%-16.5pp |
| Annual return | 15.05% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,956 | $4,647-57.9% | $4,425-55.8% | $4,248-54.0% |
| Participant deferral / active EE | $6,902 | $8,044-14.2% | $7,759-11.1% | $6,531+5.7% |
| Admin fee / account holder | $451 | $14,755-96.9% | $13,620-96.7% | $14,480-96.9% |