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 | $128,089 | $108,825+17.7% | $156,181-18.0% | $82,448+55.4% |
| Participation rate | 20.6% | 72.4%-51.8pp | 78.8%-58.2pp | 68.1%-47.5pp |
| Annual return | 18.06% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $829 | $2,870-71.1% | $4,294-80.7% | $2,551-67.5% |
| Participant deferral / active EE | $2,361 | $4,577-48.4% | $6,132-61.5% | $4,139-43.0% |
| Admin fee / account holder | $1,413 | $9,341-84.9% | $14,586-90.3% | $7,234-80.5% |