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 | $143,659 | $106,749+34.6% | $145,433-1.2% | $82,448+74.2% |
| Participation rate | 68.2% | 75.6%-7.4pp | 82.1%-13.9pp | 68.1%+0.2pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,241 | $3,444-34.9% | $4,554-50.8% | $2,551-12.2% |
| Participant deferral / active EE | $7,873 | $6,519+20.8% | $7,897-0.3% | $4,139+90.2% |
| Admin fee / account holder | $7,475 | $8,390-10.9% | $13,129-43.1% | $7,234+3.3% |