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 | $168,416 | $51,638+226.2% | $68,368+146.3% | $82,448+104.3% |
| Participation rate | 51.9% | 63.6%-11.7pp | 73.8%-21.8pp | 68.1%-16.1pp |
| Annual return | 17.67% | 37.53%-19.9pp | 292.57%-274.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,127 | $2,047+3.9% | $2,649-19.7% | $2,551-16.6% |
| Participant deferral / active EE | $4,273 | $2,914+46.7% | $4,123+3.6% | $4,139+3.2% |
| Admin fee / account holder | $394 | $4,643-91.5% | $5,150-92.3% | $7,234-94.6% |