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 | $154,554 | $101,778+51.9% | $164,975-6.3% | $80,925+91.0% |
| Participation rate | 31.0% | 71.8%-40.8pp | 78.6%-47.6pp | 67.7%-36.6pp |
| Annual return | 12.06% | 16.73%-4.7pp | 70.12%-58.1pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,798 | $2,954-39.1% | $4,343-58.6% | $2,756-34.8% |
| Participant deferral / active EE | $2,415 | $4,477-46.1% | $6,033-60.0% | $4,299-43.8% |
| Admin fee / account holder | $1,172 | $8,221-85.7% | $12,688-90.8% | $6,940-83.1% |