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 | $124,545 | $114,712+8.6% | $173,730-28.3% | $87,485+42.4% |
| Participation rate | 52.4% | 73.0%-20.6pp | 79.6%-27.2pp | 68.9%-16.6pp |
| Annual return | 17.22% | 20.18%-3.0pp | 19.96%-2.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $4,934 | $2,904+69.9% | $4,577+7.8% | $2,596+90.1% |
| Participant deferral / active EE | $8,610 | $4,642+85.5% | $6,326+36.1% | $4,274+101.5% |
| Admin fee / account holder | $7,553 | $10,210-26.0% | $17,523-56.9% | $7,775-2.8% |