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 | $172,148 | $112,729+52.7% | $98,716+74.4% | $137,256+25.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.70% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,605 | $2,725+32.3% | $2,279+58.2% | $4,156-13.3% |
| Participant deferral / active EE | $10,167 | $4,640+119.1% | $4,048+151.2% | $6,407+58.7% |
| Admin fee / account holder | $6,059 | $10,129-40.2% | $8,703-30.4% | $12,270-50.6% |