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 | $136,688 | $167,415-18.4% | $140,514-2.7% | $198,609-31.2% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 6.97% | 13.85%-6.9pp | 14.36%-7.4pp | 202.70%-195.7pp |
| Employer contribution / active EE | $2,075 | $4,088-49.2% | $3,378-38.6% | $5,055-58.9% |
| Participant deferral / active EE | $8,198 | $5,579+46.9% | $4,919+66.7% | $6,977+17.5% |
| Admin fee / account holder | $25,225 | $16,730+50.8% | $13,697+84.2% | $19,030+32.6% |