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 | $149,954 | $136,307+10.0% | $106,619+40.6% | $273,972-45.3% |
| Participation rate | 47.4% | 84.8%-37.4pp | 78.0%-30.6pp | 83.0%-35.6pp |
| Annual return | 9.14% | 11.05%-1.9pp | 9.42%-0.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,000 | $5,190-61.5% | $3,947-49.3% | $4,869-58.9% |
| Participant deferral / active EE | $5,592 | $4,969+12.5% | $3,930+42.3% | $5,287+5.8% |
| Admin fee / account holder | $2,851 | $8,625-66.9% | $6,418-55.6% | $10,133-71.9% |