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 | $135,331 | $83,898+61.3% | $133,346+1.5% | $94,015+43.9% |
| Participation rate | 45.9% | 63.4%-17.4pp | 72.8%-26.9pp | 70.8%-24.9pp |
| Annual return | 17.51% | 16.00%+1.5pp | 36.85%-19.3pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,166 | $1,821-36.0% | $2,853-59.1% | $2,790-58.2% |
| Participant deferral / active EE | $3,524 | $3,245+8.6% | $4,332-18.7% | $4,249-17.1% |
| Admin fee / account holder | $2,764 | $7,809-64.6% | $14,264-80.6% | $8,951-69.1% |