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 | $125,352 | $101,795+23.1% | $165,100-24.1% | $80,959+54.8% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 22.50% | 16.73%+5.8pp | 70.21%-47.7pp | 35.67%-13.2pp |
| Employer contribution / active EE | $1,794 | $2,954-39.3% | $4,348-58.7% | $2,757-34.9% |
| Participant deferral / active EE | $4,186 | $4,476-6.5% | $6,035-30.6% | $4,300-2.7% |
| Admin fee / account holder | $1,060 | $8,221-87.1% | $12,696-91.7% | $6,925-84.7% |