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 | $119,664 | $81,487+46.8% | $102,412+16.8% | $80,935+47.9% |
| Participation rate | 39.6% | 66.8%-27.3pp | 74.5%-34.9pp | 67.7%-28.1pp |
| Annual return | 20.72% | 25.60%-4.9pp | 24.94%-4.2pp | 35.66%-14.9pp |
| Employer contribution / active EE | $1,618 | $3,103-47.9% | $3,870-58.2% | $2,757-41.3% |
| Participant deferral / active EE | $4,106 | $3,871+6.1% | $5,060-18.8% | $4,299-4.5% |
| Admin fee / account holder | $2,593 | $6,717-61.4% | $8,388-69.1% | $6,924-62.5% |