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 | $134,424 | $81,233+65.5% | $155,567-13.6% | $80,874+66.2% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 12.58% | 33.33%-20.7pp | 64.74%-52.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $7,268 | $3,101+134.4% | $4,674+55.5% | $2,756+163.8% |
| Participant deferral / active EE | $7,554 | $3,452+118.8% | $5,628+34.2% | $4,297+75.8% |
| Admin fee / account holder | $1,867 | $7,998-76.7% | $15,916-88.3% | $6,935-73.1% |