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 | $142,337 | $81,504+74.6% | $102,437+39.0% | $80,959+75.8% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 19.77% | 25.60%-5.8pp | 24.95%-5.2pp | 35.67%-15.9pp |
| Employer contribution / active EE | $4,832 | $3,104+55.7% | $3,871+24.8% | $2,757+75.3% |
| Participant deferral / active EE | $9,975 | $3,871+157.7% | $5,060+97.1% | $4,300+132.0% |
| Admin fee / account holder | $3,876 | $6,719-42.3% | $8,388-53.8% | $6,925-44.0% |