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 | $151,651 | $124,980+21.3% | $108,359+40.0% | $154,746-2.0% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 14.40% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,333 | $2,851-53.2% | $2,399-44.4% | $4,379-69.6% |
| Participant deferral / active EE | $4,498 | $4,743-5.2% | $4,137+8.7% | $6,730-33.2% |
| Admin fee / account holder | $3,422 | $11,502-70.3% | $9,741-64.9% | $14,365-76.2% |