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 | $130,082 | $81,504+59.6% | $102,437+27.0% | $80,959+60.7% |
| Participation rate | 53.8% | 66.9%-13.0pp | 74.5%-20.7pp | 67.7%-13.8pp |
| Annual return | 11.98% | 25.60%-13.6pp | 24.95%-13.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,867 | $3,104-39.8% | $3,871-51.8% | $2,757-32.3% |
| Participant deferral / active EE | $3,435 | $3,871-11.3% | $5,060-32.1% | $4,300-20.1% |
| Admin fee / account holder | $433 | $6,719-93.5% | $8,388-94.8% | $6,925-93.7% |