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 | $123,854 | $67,638+83.1% | $133,346-7.1% | $69,733+77.6% |
| Participation rate | 56.3% | 54.3%+2.0pp | 72.8%-16.6pp | 62.5%-6.2pp |
| Annual return | 13.18% | 13.38%-0.2pp | 36.85%-23.7pp | 15.22%-2.0pp |
| Employer contribution / active EE | $627 | $1,177-46.7% | $2,853-78.0% | $2,250-72.1% |
| Participant deferral / active EE | $5,348 | $2,567+108.4% | $4,332+23.5% | $3,054+75.1% |
| Admin fee / account holder | $7,020 | $4,814+45.8% | $14,264-50.8% | $3,102+126.3% |