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 | $129,927 | $78,197+66.2% | $98,090+32.5% | $82,637+57.2% |
| Participation rate | 56.3% | 77.5%-21.2pp | 81.5%-25.3pp | 68.1%-11.8pp |
| Annual return | 15.07% | 40.25%-25.2pp | 37.05%-22.0pp | 53.51%-38.4pp |
| Employer contribution / active EE | $565 | $2,605-78.3% | $3,606-84.3% | $2,552-77.9% |
| Participant deferral / active EE | $4,037 | $6,636-39.2% | $7,845-48.5% | $4,126-2.2% |
| Admin fee / account holder | $2,655 | $14,832-82.1% | $11,815-77.5% | $7,339-63.8% |