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 | $123,343 | $73,978+66.7% | $96,515+27.8% | $75,173+64.1% |
| Participation rate | 40.0% | 66.4%-26.4pp | 74.3%-34.3pp | 67.2%-27.2pp |
| Annual return | 17.02% | 26.72%-9.7pp | 35.73%-18.7pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,409 | $2,931-51.9% | $3,740-62.3% | $2,671-47.3% |
| Participant deferral / active EE | $2,454 | $3,660-32.9% | $4,880-49.7% | $4,126-40.5% |
| Admin fee / account holder | $884 | $5,219-83.1% | $6,735-86.9% | $5,651-84.4% |