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 | $150,440 | $81,504+84.6% | $102,437+46.9% | $80,959+85.8% |
| Participation rate | 46.7% | 66.9%-20.2pp | 74.5%-27.8pp | 67.7%-21.0pp |
| Annual return | 14.93% | 25.60%-10.7pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,486 | $3,104-52.1% | $3,871-61.6% | $2,757-46.1% |
| Participant deferral / active EE | $2,449 | $3,871-36.7% | $5,060-51.6% | $4,300-43.0% |
| Admin fee / account holder | $5,358 | $6,719-20.3% | $8,388-36.1% | $6,925-22.6% |