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 | $119,526 | $63,365+88.6% | $91,994+29.9% | $72,975+63.8% |
| Participation rate | 50.0% | 72.5%-22.5pp | 78.6%-28.6pp | 69.5%-19.5pp |
| Annual return | 26.80% | 35.35%-8.6pp | 69.04%-42.2pp | 81.01%-54.2pp |
| Employer contribution / active EE | $1,036 | $2,116-51.0% | $3,453-70.0% | $2,440-57.5% |
| Participant deferral / active EE | $3,654 | $4,883-25.2% | $5,924-38.3% | $3,608+1.3% |
| Admin fee / account holder | $5,035 | $4,670+7.8% | $7,744-35.0% | $5,124-1.7% |