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 | $166,856 | $199,109-16.2% | $173,730-4.0% | $154,746+7.8% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 10.94% | 20.02%-9.1pp | 19.96%-9.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,474 | $5,311-53.4% | $4,577-46.0% | $4,379-43.5% |
| Participant deferral / active EE | $10,651 | $7,113+49.8% | $6,326+68.4% | $6,730+58.3% |
| Admin fee / account holder | $6,464 | $20,916-69.1% | $17,523-63.1% | $14,365-55.0% |