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 | $153,155 | $72,269+111.9% | $101,271+51.2% | $79,852+91.8% |
| Participation rate | 39.1% | 68.5%-29.3pp | 75.8%-36.7pp | 69.6%-30.5pp |
| Annual return | 12.48% | 22.29%-9.8pp | 46.48%-34.0pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,290 | $2,692-52.1% | $3,660-64.7% | $2,471-47.8% |
| Participant deferral / active EE | $2,717 | $3,282-17.2% | $4,371-37.8% | $3,740-27.4% |
| Admin fee / account holder | $7,201 | $4,401+63.6% | $5,948+21.1% | $5,306+35.7% |