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 | $136,744 | $99,633+37.2% | $183,328-25.4% | $82,448+65.9% |
| Participation rate | 64.4% | 70.8%-6.3pp | 77.3%-12.9pp | 68.1%-3.6pp |
| Annual return | 14.73% | 17.84%-3.1pp | 29.67%-14.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,245 | $3,256-61.8% | $5,055-75.4% | $2,551-51.2% |
| Participant deferral / active EE | $5,427 | $4,938+9.9% | $6,795-20.1% | $4,139+31.1% |
| Admin fee / account holder | $18,808 | $9,934+89.3% | $21,427-12.2% | $7,234+160.0% |