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 | $128,997 | $76,834+67.9% | $108,359+19.0% | $87,485+47.5% |
| Participation rate | 21.9% | 61.7%-39.9pp | 70.1%-48.2pp | 68.9%-47.1pp |
| Annual return | 12.86% | 19.09%-6.2pp | 36.89%-24.0pp | 26.06%-13.2pp |
| Employer contribution / active EE | $938 | $1,556-39.8% | $2,399-60.9% | $2,596-63.9% |
| Participant deferral / active EE | $1,313 | $3,100-57.7% | $4,137-68.3% | $4,274-69.3% |
| Admin fee / account holder | $4,562 | $6,537-30.2% | $9,741-53.2% | $7,775-41.3% |