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 | $124,845 | $108,825+14.7% | $156,181-20.1% | $82,448+51.4% |
| Participation rate | 62.1% | 72.4%-10.3pp | 78.8%-16.8pp | 68.1%-6.0pp |
| Annual return | 14.20% | 20.59%-6.4pp | 64.87%-50.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,475 | $2,870-48.6% | $4,294-65.6% | $2,551-42.2% |
| Participant deferral / active EE | $3,400 | $4,577-25.7% | $6,132-44.6% | $4,139-17.9% |
| Admin fee / account holder | $10,866 | $9,341+16.3% | $14,586-25.5% | $7,234+50.2% |