Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $121,377 | $87,166+39.2% | $76,735+58.2% | $137,256-11.6% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.5%-44.5pp | 80.0%-55.0pp |
| Annual return | 18.44% | 26.50%-8.1pp | 29.77%-11.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,179 | $2,904-25.0% | $2,454-11.2% | $4,156-47.6% |
| Participant deferral / active EE | $4,279 | $4,726-9.5% | $4,088+4.7% | $6,407-33.2% |
| Admin fee / account holder | $427 | $8,403-94.9% | $7,189-94.1% | $12,270-96.5% |