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 | $119,726 | $81,487+46.9% | $102,412+16.9% | $80,935+47.9% |
| Participation rate | 62.1% | 66.8%-4.8pp | 74.5%-12.4pp | 67.7%-5.6pp |
| Annual return | 12.04% | 25.60%-13.6pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,623 | $3,103-47.7% | $3,870-58.1% | $2,757-41.1% |
| Participant deferral / active EE | $2,813 | $3,871-27.3% | $5,060-44.4% | $4,299-34.6% |
| Admin fee / account holder | $1,425 | $6,717-78.8% | $8,388-83.0% | $6,924-79.4% |