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 | $141,381 | $37,446+277.6% | $77,552+82.3% | $79,856+77.0% |
| Participation rate | 31.3% | 41.5%-10.3pp | 54.2%-22.9pp | 69.6%-38.4pp |
| Annual return | 10.76% | 39.76%-29.0pp | 54.82%-44.1pp | 31.71%-21.0pp |
| Employer contribution / active EE | $297 | $637-53.4% | $987-69.9% | $2,471-88.0% |
| Participant deferral / active EE | $2,565 | $1,261+103.5% | $1,861+37.8% | $3,741-31.4% |
| Admin fee / account holder | $4,745 | $2,506+89.3% | $2,859+66.0% | $5,306-10.6% |