Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $130,592 | $87,166+49.8% | $76,735+70.2% | $137,256-4.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 18.05% | 26.50%-8.4pp | 29.77%-11.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $764 | $2,904-73.7% | $2,454-68.9% | $4,156-81.6% |
| Participant deferral / active EE | $6,753 | $4,726+42.9% | $4,088+65.2% | $6,407+5.4% |
| Admin fee / account holder | $845 | $8,403-89.9% | $7,189-88.2% | $12,270-93.1% |