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 | $126,293 | $80,705+56.5% | $115,768+9.1% | $67,986+85.8% |
| Participation rate | 37.0% | 63.0%-26.0pp | 74.4%-37.4pp | 57.2%-20.2pp |
| Annual return | 16.93% | 18.49%-1.6pp | 100.46%-83.5pp | 31.67%-14.7pp |
| Employer contribution / active EE | $985 | $2,046-51.9% | $2,940-66.5% | $2,019-51.2% |
| Participant deferral / active EE | $3,950 | $3,559+11.0% | $4,917-19.7% | $3,358+17.6% |
| Admin fee / account holder | $7,270 | $4,135+75.8% | $12,439-41.6% | $3,203+126.9% |