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 | $153,123 | $65,361+134.3% | $92,903+64.8% | $72,983+109.8% |
| Participation rate | 30.4% | 68.3%-38.0pp | 76.0%-45.6pp | 69.5%-39.1pp |
| Annual return | 19.53% | 42.11%-22.6pp | 109.43%-89.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,129 | $2,594-56.5% | $3,653-69.1% | $2,440-53.7% |
| Participant deferral / active EE | $3,332 | $3,128+6.5% | $4,238-21.4% | $3,608-7.6% |
| Admin fee / account holder | $625 | $4,251-85.3% | $5,795-89.2% | $5,124-87.8% |