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 | $119,242 | $91,559+30.2% | $133,978-11.0% | $79,856+49.3% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.8pp |
| Annual return | 13.77% | 61.85%-48.1pp | 45.10%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,390 | $2,384-41.7% | $3,919-64.5% | $2,471-43.8% |
| Participant deferral / active EE | $3,528 | $3,734-5.5% | $5,047-30.1% | $3,741-5.7% |
| Admin fee / account holder | $760 | $6,321-88.0% | $8,930-91.5% | $5,306-85.7% |