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 | $135,654 | $181,896-25.4% | $156,551-13.3% | $273,972-50.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.99% | 30.74%-23.8pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,216 | $6,248-64.5% | $5,501-59.7% | $4,869-54.5% |
| Participant deferral / active EE | $7,571 | $5,550+36.4% | $4,871+55.4% | $5,287+43.2% |
| Admin fee / account holder | $1,641 | $15,560-89.5% | $13,028-87.4% | $10,133-83.8% |