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 | $133,763 | $93,064+43.7% | $74,577+79.4% | $273,972-51.2% |
| Participation rate | 63.6% | 74.9%-11.3pp | 68.1%-4.5pp | 83.0%-19.4pp |
| Annual return | 15.08% | 26.18%-11.1pp | 20.47%-5.4pp | 41.46%-26.4pp |
| Employer contribution / active EE | $1,333 | $3,160-57.8% | $2,525-47.2% | $4,869-72.6% |
| Participant deferral / active EE | $2,236 | $4,160-46.2% | $3,458-35.3% | $5,287-57.7% |
| Admin fee / account holder | $6,435 | $5,273+22.0% | $4,138+55.5% | $10,133-36.5% |