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 | $131,486 | $95,453+37.7% | $112,040+17.4% | $82,448+59.5% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.5%-7.7pp | 68.1%+0.7pp |
| Annual return | 15.90% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,258 | $2,318-45.7% | $2,954-57.4% | $2,551-50.7% |
| Participant deferral / active EE | $4,808 | $4,224+13.8% | $5,098-5.7% | $4,139+16.2% |
| Admin fee / account holder | $2,611 | $9,013-71.0% | $12,098-78.4% | $7,234-63.9% |