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 | $127,918 | $27,826+359.7% | $65,583+95.0% | $71,529+78.8% |
| Participation rate | 20.0% | 57.6%-37.6pp | 65.0%-45.0pp | 67.9%-47.9pp |
| Annual return | 15.74% | 41.56%-25.8pp | 47.46%-31.7pp | 28.97%-13.2pp |
| Employer contribution / active EE | $657 | $1,405-53.2% | $1,692-61.2% | $2,590-74.6% |
| Participant deferral / active EE | $1,577 | $1,861-15.3% | $2,833-44.3% | $4,291-63.2% |
| Admin fee / account holder | $1,401 | $3,850-63.6% | $4,112-65.9% | $1,588-11.8% |