Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $117,431 | $36,140+224.9% | $73,658+59.4% | $64,340+82.5% |
| Participation rate | 8.7% | 31.0%-22.3pp | 57.0%-48.3pp | 55.2%-46.5pp |
| Annual return | 19.46% | 21.48%-2.0pp | 29.72%-10.3pp | 24.14%-4.7pp |
| Employer contribution / active EE | $308 | $443-30.5% | $1,032-70.1% | $1,862-83.4% |
| Participant deferral / active EE | $1,050 | $1,023+2.7% | $2,062-49.1% | $2,980-64.8% |
| Admin fee / account holder | $1,324 | $2,513-47.3% | $3,357-60.6% | $3,703-64.2% |