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 | $124,379 | $81,476+52.7% | $102,383+21.5% | $80,925+53.7% |
| Participation rate | 44.4% | 66.8%-22.4pp | 74.5%-30.1pp | 67.7%-23.2pp |
| Annual return | 13.16% | 25.59%-12.4pp | 24.94%-11.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,991 | $3,105-35.9% | $3,870-48.6% | $2,756-27.8% |
| Participant deferral / active EE | $4,690 | $3,871+21.1% | $5,060-7.3% | $4,299+9.1% |
| Admin fee / account holder | $1,766 | $6,717-73.7% | $8,391-79.0% | $6,940-74.6% |