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 | $139,770 | $69,590+100.8% | $136,867+2.1% | $94,015+48.7% |
| Participation rate | 34.9% | 66.3%-31.4pp | 74.5%-39.6pp | 70.8%-35.9pp |
| Annual return | 13.53% | 19.62%-6.1pp | 42.97%-29.4pp | 17.84%-4.3pp |
| Employer contribution / active EE | $1,196 | $2,396-50.1% | $3,547-66.3% | $2,790-57.2% |
| Participant deferral / active EE | $3,435 | $3,437-0.1% | $4,924-30.2% | $4,249-19.2% |
| Admin fee / account holder | $14,688 | $8,912+64.8% | $10,340+42.0% | $8,951+64.1% |