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 | $135,445 | $73,787+83.6% | $98,716+37.2% | $82,448+64.3% |
| Participation rate | 41.1% | 61.4%-20.3pp | 69.3%-28.2pp | 68.1%-27.0pp |
| Annual return | 17.53% | 18.57%-1.0pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,052 | $1,511-30.4% | $2,279-53.8% | $2,551-58.7% |
| Participant deferral / active EE | $3,481 | $3,081+13.0% | $4,048-14.0% | $4,139-15.9% |
| Admin fee / account holder | $7,851 | $6,500+20.8% | $8,703-9.8% | $7,234+8.5% |