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 | $130,203 | $59,804+117.7% | $81,982+58.8% | $79,856+63.0% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.3%-15.9pp | 69.6%-16.3pp |
| Annual return | 17.93% | 17.56%+0.4pp | 41.31%-23.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $548 | $1,713-68.0% | $2,498-78.1% | $2,471-77.8% |
| Participant deferral / active EE | $2,134 | $2,695-20.8% | $3,722-42.7% | $3,741-42.9% |
| Admin fee / account holder | $7,099 | $4,288+65.6% | $5,665+25.3% | $5,306+33.8% |