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 | $149,916 | $107,733+39.2% | $92,985+61.2% | $154,746-3.1% |
| Participation rate | 68.2% | 74.6%-6.4pp | 69.5%-1.3pp | 80.7%-12.5pp |
| Annual return | 13.62% | 30.39%-16.8pp | 27.99%-14.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,407 | $3,126-55.0% | $2,662-47.2% | $4,379-67.9% |
| Participant deferral / active EE | $5,169 | $5,053+2.3% | $4,377+18.1% | $6,730-23.2% |
| Admin fee / account holder | $6,425 | $11,369-43.5% | $9,463-32.1% | $14,365-55.3% |