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 | $159,122 | $97,550+63.1% | $120,344+32.2% | $87,485+81.9% |
| Participation rate | 29.8% | 72.8%-43.0pp | 76.7%-46.9pp | 68.9%-39.1pp |
| Annual return | 12.64% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.4pp |
| Employer contribution / active EE | $978 | $2,291-57.3% | $3,020-67.6% | $2,596-62.3% |
| Participant deferral / active EE | $2,737 | $4,230-35.3% | $5,135-46.7% | $4,274-36.0% |
| Admin fee / account holder | $662 | $9,543-93.1% | $12,742-94.8% | $7,775-91.5% |