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 | $133,433 | $97,550+36.8% | $120,344+10.9% | $87,485+52.5% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 12.80% | 18.41%-5.6pp | 20.30%-7.5pp | 26.06%-13.3pp |
| Employer contribution / active EE | $904 | $2,291-60.6% | $3,020-70.1% | $2,596-65.2% |
| Participant deferral / active EE | $2,950 | $4,230-30.3% | $5,135-42.6% | $4,274-31.0% |
| Admin fee / account holder | $1,716 | $9,543-82.0% | $12,742-86.5% | $7,775-77.9% |