Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147,801 | $101,798+45.2% | $165,071-10.5% | $80,935+82.6% |
| Participation rate | 13.7% | 71.8%-58.1pp | 78.6%-64.9pp | 67.7%-53.9pp |
| Annual return | 13.25% | 16.73%-3.5pp | 70.17%-56.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $954 | $2,954-67.7% | $4,347-78.1% | $2,757-65.4% |
| Participant deferral / active EE | $2,076 | $4,476-53.6% | $6,035-65.6% | $4,299-51.7% |
| Admin fee / account holder | $786 | $8,221-90.4% | $12,695-93.8% | $6,924-88.6% |