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 | $142,021 | $81,504+74.3% | $102,437+38.6% | $80,959+75.4% |
| Participation rate | 43.9% | 66.9%-22.9pp | 74.5%-30.6pp | 67.7%-23.8pp |
| Annual return | 13.08% | 25.60%-12.5pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,873 | $3,104-39.7% | $3,871-51.6% | $2,757-32.1% |
| Participant deferral / active EE | $2,189 | $3,871-43.5% | $5,060-56.7% | $4,300-49.1% |
| Admin fee / account holder | $2,458 | $6,719-63.4% | $8,388-70.7% | $6,925-64.5% |