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 | $135,652 | $78,428+73.0% | $95,960+41.4% | $79,852+69.9% |
| Participation rate | 65.7% | 73.5%-7.8pp | 77.1%-11.4pp | 69.6%-3.9pp |
| Annual return | 16.92% | 19.37%-2.5pp | 91.63%-74.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,788 | $3,440+39.2% | $4,167+14.9% | $3,740+28.0% |
| Admin fee / account holder | $5,958 | $5,622+6.0% | $6,797-12.3% | $5,306+12.3% |