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 | $138,946 | $153,769-9.6% | $133,975+3.7% | $273,972-49.3% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 7.17% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,811 | $6,029-70.0% | $5,211-65.3% | $4,869-62.8% |
| Participant deferral / active EE | $3,544 | $6,958-49.1% | $6,282-43.6% | $5,287-33.0% |
| Admin fee / account holder | $1,024 | $11,765-91.3% | $9,324-89.0% | $10,133-89.9% |