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 | $160,770 | $75,541+112.8% | $152,093+5.7% | $82,637+94.5% |
| Participation rate | 64.7% | 66.5%-1.8pp | 77.8%-13.1pp | 68.1%-3.3pp |
| Annual return | 15.69% | 32.56%-16.9pp | 66.36%-50.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,624 | $3,206+13.0% | $5,451-33.5% | $4,126-12.2% |
| Admin fee / account holder | $9,191 | $6,405+43.5% | $14,497-36.6% | $7,339+25.2% |