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 | $132,549 | $92,985+42.5% | $153,432-13.6% | $80,874+63.9% |
| Participation rate | 38.0% | 69.0%-30.9pp | 77.1%-39.0pp | 67.6%-29.6pp |
| Annual return | 15.40% | 19.95%-4.5pp | 15.66%-0.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,854 | $3,507-47.1% | $5,038-63.2% | $2,756-32.7% |
| Participant deferral / active EE | $4,356 | $5,178-15.9% | $6,757-35.5% | $4,297+1.4% |
| Admin fee / account holder | $7,937 | $8,880-10.6% | $12,725-37.6% | $6,935+14.4% |