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 | $140,443 | $114,712+22.4% | $173,730-19.2% | $87,485+60.5% |
| Participation rate | 67.6% | 73.0%-5.4pp | 79.6%-12.0pp | 68.9%-1.3pp |
| Annual return | 12.30% | 20.18%-7.9pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $2,253 | $2,904-22.4% | $4,577-50.8% | $2,596-13.2% |
| Participant deferral / active EE | $5,264 | $4,642+13.4% | $6,326-16.8% | $4,274+23.2% |
| Admin fee / account holder | $5,034 | $10,210-50.7% | $17,523-71.3% | $7,775-35.2% |