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 | $116,540 | $58,627+98.8% | $76,735+51.9% | $82,448+41.3% |
| Participation rate | 38.8% | 63.2%-24.4pp | 69.5%-30.7pp | 68.1%-29.3pp |
| Annual return | 15.32% | 39.10%-23.8pp | 29.77%-14.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $920 | $1,729-46.8% | $2,454-62.5% | $2,551-63.9% |
| Participant deferral / active EE | $2,157 | $3,134-31.2% | $4,088-47.2% | $4,139-47.9% |
| Admin fee / account holder | $3,262 | $5,323-38.7% | $7,189-54.6% | $7,234-54.9% |