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 | $156,659 | $106,524+47.1% | $152,301+2.9% | $87,485+79.1% |
| Participation rate | 64.4% | 75.8%-11.3pp | 82.4%-18.0pp | 68.9%-4.5pp |
| Annual return | 14.26% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,560 | $3,371-24.1% | $4,624-44.6% | $2,596-1.4% |
| Participant deferral / active EE | $5,967 | $6,525-8.6% | $8,004-25.4% | $4,274+39.6% |
| Admin fee / account holder | $19,177 | $8,287+131.4% | $14,398+33.2% | $7,775+146.7% |