Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $155,802 | $57,057+173.1% | $85,009+83.3% | $80,874+92.6% |
| Participation rate | 22.6% | 56.4%-33.7pp | 67.5%-44.9pp | 67.6%-45.0pp |
| Annual return | 13.47% | 21.66%-8.2pp | 66.47%-53.0pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,053 | $1,799+14.1% | $2,728-24.8% | $2,756-25.5% |
| Participant deferral / active EE | $3,618 | $3,112+16.3% | $4,522-20.0% | $4,297-15.8% |
| Admin fee / account holder | $3,749 | $4,986-24.8% | $6,153-39.1% | $6,935-45.9% |