Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $126,804 | $167,415-24.3% | $140,514-9.8% | $198,609-36.2% |
| Participation rate | 53.8% | 80.9%-27.0pp | 77.8%-24.0pp | 82.4%-28.5pp |
| Annual return | 20.39% | 13.85%+6.5pp | 14.36%+6.0pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,427 | $4,088-65.1% | $3,378-57.7% | $5,055-71.8% |
| Participant deferral / active EE | $5,401 | $5,579-3.2% | $4,919+9.8% | $6,977-22.6% |
| Admin fee / account holder | $427 | $16,730-97.4% | $13,697-96.9% | $19,030-97.8% |