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 | $124,097 | $106,524+16.5% | $152,301-18.5% | $87,485+41.9% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.4%-45.8pp | 68.9%-32.3pp |
| Annual return | 15.78% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,667 | $3,371-20.9% | $4,624-42.3% | $2,596+2.7% |
| Participant deferral / active EE | $6,454 | $6,525-1.1% | $8,004-19.4% | $4,274+51.0% |
| Admin fee / account holder | $15,470 | $8,287+86.7% | $14,398+7.4% | $7,775+99.0% |