Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $140,982 | $51,222+175.2% | $70,544+99.8% | $75,173+87.5% |
| Participation rate | 50.0% | 61.0%-11.0pp | 68.4%-18.4pp | 67.2%-17.2pp |
| Annual return | 14.29% | 30.06%-15.8pp | 32.79%-18.5pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,216 | $1,827-33.4% | $2,976-59.1% | $2,671-54.5% |
| Participant deferral / active EE | $3,979 | $2,850+39.6% | $4,568-12.9% | $4,126-3.6% |
| Admin fee / account holder | $1,292 | $4,096-68.4% | $6,427-79.9% | $5,651-77.1% |