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 | $149,790 | $95,404+57.0% | $113,397+32.1% | $82,637+81.3% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 12.67% | 19.08%-6.4pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,646 | $2,307-28.7% | $2,977-44.7% | $2,552-35.5% |
| Participant deferral / active EE | $3,171 | $4,220-24.9% | $5,076-37.5% | $4,126-23.2% |
| Admin fee / account holder | $5,993 | $9,168-34.6% | $11,957-49.9% | $7,339-18.3% |