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 | $122,077 | $75,541+61.6% | $152,093-19.7% | $82,637+47.7% |
| Participation rate | 46.8% | 66.5%-19.8pp | 77.8%-31.0pp | 68.1%-21.3pp |
| Annual return | 18.43% | 32.56%-14.1pp | 66.36%-47.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,441 | $2,622-6.9% | $4,175-41.5% | $2,552-4.4% |
| Participant deferral / active EE | $7,133 | $3,206+122.5% | $5,451+30.9% | $4,126+72.9% |
| Admin fee / account holder | $7,758 | $6,405+21.1% | $14,497-46.5% | $7,339+5.7% |