Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $154,097 | $57,057+170.1% | $85,009+81.3% | $80,874+90.5% |
| Participation rate | 12.9% | 56.4%-43.5pp | 67.5%-54.6pp | 67.6%-54.7pp |
| Annual return | 12.10% | 21.66%-9.6pp | 66.47%-54.4pp | 35.62%-23.5pp |
| Employer contribution / active EE | $681 | $1,799-62.1% | $2,728-75.0% | $2,756-75.3% |
| Participant deferral / active EE | $3,419 | $3,112+9.9% | $4,522-24.4% | $4,297-20.4% |
| Admin fee / account holder | $1,115 | $4,986-77.6% | $6,153-81.9% | $6,935-83.9% |