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 | $119,833 | $59,440+101.6% | $78,004+53.6% | $82,637+45.0% |
| Participation rate | 35.3% | 62.8%-27.5pp | 69.4%-34.2pp | 68.1%-32.8pp |
| Annual return | 13.47% | 40.24%-26.8pp | 31.07%-17.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,208 | $1,750-31.0% | $2,469-51.1% | $2,552-52.7% |
| Participant deferral / active EE | $2,061 | $3,138-34.3% | $4,092-49.6% | $4,126-50.1% |
| Admin fee / account holder | $58,502 | $5,504+962.9% | $7,578+672.0% | $7,339+697.2% |