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 | $131,625 | $81,233+62.0% | $155,567-15.4% | $80,874+62.8% |
| Participation rate | 55.8% | 66.2%-10.4pp | 78.2%-22.4pp | 67.6%-11.8pp |
| Annual return | 12.40% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,665 | $3,101-46.3% | $4,674-64.4% | $2,756-39.6% |
| Participant deferral / active EE | $4,478 | $3,452+29.7% | $5,628-20.4% | $4,297+4.2% |
| Admin fee / account holder | $1,624 | $7,998-79.7% | $15,916-89.8% | $6,935-76.6% |