Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $121,116 | $72,471+67.1% | $94,215+28.6% | $86,983+39.2% |
| Participation rate | 23.7% | 63.9%-40.1pp | 70.0%-46.2pp | 69.5%-45.8pp |
| Annual return | 19.21% | 26.44%-7.2pp | 28.22%-9.0pp | 25.83%-6.6pp |
| Employer contribution / active EE | $919 | $1,936-52.5% | $2,675-65.7% | $2,584-64.5% |
| Participant deferral / active EE | $2,658 | $3,397-21.8% | $4,276-37.8% | $4,194-36.6% |
| Admin fee / account holder | $1,226 | $6,468-81.0% | $10,216-88.0% | $7,856-84.4% |