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 | $145,122 | $106,749+35.9% | $145,433-0.2% | $82,448+76.0% |
| Participation rate | 3.3% | 75.6%-72.3pp | 82.1%-78.8pp | 68.1%-64.7pp |
| Annual return | 15.29% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,841 | $3,444+40.5% | $4,554+6.3% | $2,551+89.8% |
| Participant deferral / active EE | $13,590 | $6,519+108.5% | $7,897+72.1% | $4,139+228.3% |
| Admin fee / account holder | $4,175 | $8,390-50.2% | $13,129-68.2% | $7,234-42.3% |