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 | $133,878 | $93,055+43.9% | $153,643-12.9% | $80,935+65.4% |
| Participation rate | 65.4% | 69.0%-3.6pp | 77.1%-11.7pp | 67.7%-2.3pp |
| Annual return | 14.29% | 19.97%-5.7pp | 15.71%-1.4pp | 35.66%-21.4pp |
| Employer contribution / active EE | $5,114 | $3,504+46.0% | $5,039+1.5% | $2,757+85.5% |
| Participant deferral / active EE | $5,107 | $5,172-1.3% | $6,754-24.4% | $4,299+18.8% |
| Admin fee / account holder | $7,900 | $8,881-11.0% | $12,739-38.0% | $6,924+14.1% |