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 | $120,251 | $172,111-30.1% | $150,298-20.0% | $137,256-12.4% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 19.66% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,975 | $4,636-57.4% | $4,154-52.5% | $4,156-52.5% |
| Participant deferral / active EE | $9,752 | $6,166+58.2% | $5,453+78.9% | $6,407+52.2% |
| Admin fee / account holder | $1,473 | $16,471-91.1% | $14,116-89.6% | $12,270-88.0% |