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 | $149,178 | $86,922+71.6% | $102,438+45.6% | $80,874+84.5% |
| Participation rate | 24.3% | 72.4%-48.1pp | 76.5%-52.2pp | 67.6%-43.4pp |
| Annual return | 12.45% | 18.90%-6.4pp | 29.37%-16.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,292 | $2,369-45.5% | $3,024-57.3% | $2,756-53.1% |
| Participant deferral / active EE | $1,864 | $4,119-54.7% | $5,054-63.1% | $4,297-56.6% |
| Admin fee / account holder | $9,438 | $8,050+17.2% | $9,448-0.1% | $6,935+36.1% |