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 | $132,473 | $71,230+86.0% | $93,727+41.3% | $80,959+63.6% |
| Participation rate | 43.8% | 60.4%-16.6pp | 68.7%-25.0pp | 67.7%-23.9pp |
| Annual return | 13.00% | 11.26%+1.7pp | 133.83%-120.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,422 | $1,565-9.2% | $2,421-41.3% | $2,757-48.4% |
| Participant deferral / active EE | $2,901 | $4,037-28.1% | $4,417-34.3% | $4,300-32.5% |
| Admin fee / account holder | $25,983 | $6,961+273.3% | $8,292+213.4% | $6,925+275.2% |