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 | $130,347 | $184,014-29.2% | $161,149-19.1% | $138,895-6.2% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.8%-38.8pp | 79.9%-39.9pp |
| Annual return | 10.55% | 21.52%-11.0pp | 21.16%-10.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,389 | $5,055-72.5% | $4,360-68.1% | $4,194-66.9% |
| Participant deferral / active EE | $3,669 | $6,909-46.9% | $6,153-40.4% | $6,396-42.6% |
| Admin fee / account holder | $2,811 | $18,027-84.4% | $15,194-81.5% | $12,562-77.6% |