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 | $138,703 | $87,166+59.1% | $76,735+80.8% | $137,256+1.1% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 19.12% | 26.50%-7.4pp | 29.77%-10.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $976 | $2,904-66.4% | $2,454-60.2% | $4,156-76.5% |
| Participant deferral / active EE | $3,886 | $4,726-17.8% | $4,088-4.9% | $6,407-39.3% |
| Admin fee / account holder | $498 | $8,403-94.1% | $7,189-93.1% | $12,270-95.9% |