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 | $154,349 | $86,940+77.5% | $102,434+50.7% | $80,935+90.7% |
| Participation rate | 45.2% | 72.4%-27.2pp | 76.5%-31.3pp | 67.7%-22.5pp |
| Annual return | 18.03% | 18.89%-0.9pp | 29.46%-11.4pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,274 | $2,370-46.2% | $3,023-57.8% | $2,757-53.8% |
| Participant deferral / active EE | $3,403 | $4,121-17.4% | $5,055-32.7% | $4,299-20.8% |
| Admin fee / account holder | $3,095 | $8,047-61.5% | $9,462-67.3% | $6,924-55.3% |