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 | $175,368 | $87,834+99.7% | $133,975+30.9% | $62,881+178.9% |
| Participation rate | 62.2% | 83.4%-21.2pp | 87.1%-24.9pp | 69.3%-7.1pp |
| Annual return | 8.75% | 12.05%-3.3pp | 29.29%-20.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,271 | $4,812+9.6% | $6,282-16.1% | $3,203+64.6% |
| Admin fee / account holder | $5,979 | $5,372+11.3% | $9,324-35.9% | $4,296+39.2% |