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 | $136,728 | $73,787+85.3% | $98,716+38.5% | $82,448+65.8% |
| Participation rate | 52.3% | 61.4%-9.1pp | 69.3%-17.0pp | 68.1%-15.8pp |
| Annual return | 18.63% | 18.57%+0.1pp | 31.81%-13.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,204 | $1,511+45.8% | $2,279-3.3% | $2,551-13.6% |
| Participant deferral / active EE | $3,790 | $3,081+23.0% | $4,048-6.4% | $4,139-8.4% |
| Admin fee / account holder | $2,183 | $6,500-66.4% | $8,703-74.9% | $7,234-69.8% |