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 | $139,869 | $57,061+145.1% | $85,063+64.4% | $80,911+72.9% |
| Participation rate | 33.3% | 56.3%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 22.52% | 21.66%+0.9pp | 66.54%-44.0pp | 35.63%-13.1pp |
| Employer contribution / active EE | $1,846 | $1,799+2.6% | $2,727-32.3% | $2,756-33.0% |
| Participant deferral / active EE | $3,505 | $3,110+12.7% | $4,523-22.5% | $4,297-18.4% |
| Admin fee / account holder | $7,687 | $4,986+54.2% | $6,155+24.9% | $6,935+10.8% |