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 | $136,735 | $110,337+23.9% | $102,383+33.6% | $145,877-6.3% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 14.35% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,509 | $4,216-16.8% | $3,870-9.3% | $4,663-24.7% |
| Participant deferral / active EE | $4,932 | $5,621-12.2% | $5,060-2.5% | $6,691-26.3% |
| Admin fee / account holder | $12,253 | $9,750+25.7% | $8,391+46.0% | $13,402-8.6% |