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 | $127,620 | $101,798+25.4% | $165,071-22.7% | $80,935+57.7% |
| Participation rate | 69.4% | 71.8%-2.5pp | 78.6%-9.3pp | 67.7%+1.7pp |
| Annual return | 22.21% | 16.73%+5.5pp | 70.17%-48.0pp | 35.66%-13.4pp |
| Employer contribution / active EE | $2,363 | $2,954-20.0% | $4,347-45.7% | $2,757-14.3% |
| Participant deferral / active EE | $5,666 | $4,476+26.6% | $6,035-6.1% | $4,299+31.8% |
| Admin fee / account holder | $3,769 | $8,221-54.2% | $12,695-70.3% | $6,924-45.6% |