Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $164,144 | $124,425+31.9% | $112,040+46.5% | $137,256+19.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 19.11% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $972 | $3,411-71.5% | $2,954-67.1% | $4,156-76.6% |
| Participant deferral / active EE | $3,088 | $5,718-46.0% | $5,098-39.4% | $6,407-51.8% |
| Admin fee / account holder | $1,370 | $15,207-91.0% | $12,098-88.7% | $12,270-88.8% |