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 | $148,297 | $63,845+132.3% | $81,370+82.3% | $80,959+83.2% |
| Participation rate | 15.2% | 63.9%-48.7pp | 69.5%-54.4pp | 67.7%-52.5pp |
| Annual return | 14.29% | 16.37%-2.1pp | 24.85%-10.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $696 | $1,980-64.9% | $2,464-71.8% | $2,757-74.8% |
| Participant deferral / active EE | $1,198 | $3,093-61.3% | $3,885-69.2% | $4,300-72.1% |
| Admin fee / account holder | $6,108 | $5,688+7.4% | $5,749+6.2% | $6,925-11.8% |