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 | $142,570 | $100,194+42.3% | $122,979+15.9% | $86,983+63.9% |
| Participation rate | 42.1% | 73.0%-30.9pp | 77.2%-35.1pp | 69.5%-27.4pp |
| Annual return | 19.63% | 16.47%+3.2pp | 20.12%-0.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $1,169 | $2,326-49.8% | $3,062-61.8% | $2,584-54.8% |
| Participant deferral / active EE | $3,318 | $4,133-19.7% | $5,003-33.7% | $4,194-20.9% |
| Admin fee / account holder | $1,966 | $10,148-80.6% | $12,864-84.7% | $7,856-75.0% |