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 | $147,365 | $106,749+38.0% | $145,433+1.3% | $82,448+78.7% |
| Participation rate | 59.1% | 75.6%-16.6pp | 82.1%-23.0pp | 68.1%-9.0pp |
| Annual return | 18.25% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,971 | $3,444-42.8% | $4,554-56.7% | $2,551-22.7% |
| Participant deferral / active EE | $4,604 | $6,519-29.4% | $7,897-41.7% | $4,139+11.2% |
| Admin fee / account holder | $3,228 | $8,390-61.5% | $13,129-75.4% | $7,234-55.4% |