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 | $125,483 | $83,898+49.6% | $133,346-5.9% | $94,015+33.5% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.8%-22.8pp | 70.8%-20.8pp |
| Annual return | 16.07% | 16.00%+0.1pp | 36.85%-20.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $303 | $1,821-83.4% | $2,853-89.4% | $2,790-89.1% |
| Participant deferral / active EE | $1,816 | $3,245-44.0% | $4,332-58.1% | $4,249-57.3% |
| Admin fee / account holder | $1,990 | $7,809-74.5% | $14,264-86.0% | $8,951-77.8% |