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 | $152,439 | $109,782+38.9% | $260,467-41.5% | $94,015+62.1% |
| Participation rate | 48.3% | 67.2%-18.9pp | 80.5%-32.2pp | 70.8%-22.5pp |
| Annual return | 12.45% | 18.60%-6.1pp | 100.60%-88.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,002 | $2,147-53.3% | $4,239-76.4% | $2,790-64.1% |
| Participant deferral / active EE | $2,158 | $4,044-46.6% | $6,319-65.8% | $4,249-49.2% |
| Admin fee / account holder | $20,872 | $11,958+74.5% | $15,461+35.0% | $8,951+133.2% |