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 | $138,376 | $54,763+152.7% | $90,324+53.2% | $72,976+89.6% |
| Participation rate | 65.9% | 65.2%+0.8pp | 73.3%-7.4pp | 69.5%-3.6pp |
| Annual return | 18.95% | 30.63%-11.7pp | 78.15%-59.2pp | 81.02%-62.1pp |
| Employer contribution / active EE | $689 | $2,093-67.1% | $2,856-75.9% | $2,440-71.8% |
| Participant deferral / active EE | $3,743 | $2,887+29.6% | $3,885-3.7% | $3,608+3.7% |
| Admin fee / account holder | $4,975 | $3,973+25.2% | $5,356-7.1% | $5,124-2.9% |