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 | $137,069 | $112,729+21.6% | $98,716+38.9% | $137,256-0.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 23.18% | 38.48%-15.3pp | 31.81%-8.6pp | 220.34%-197.2pp |
| Employer contribution / active EE | $473 | $2,725-82.6% | $2,279-79.2% | $4,156-88.6% |
| Participant deferral / active EE | $1,620 | $4,640-65.1% | $4,048-60.0% | $6,407-74.7% |
| Admin fee / account holder | $596 | $10,129-94.1% | $8,703-93.2% | $12,270-95.1% |