Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $179,336 | $81,487+120.1% | $102,412+75.1% | $80,935+121.6% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.7%-3.0pp |
| Annual return | 33.78% | 25.60%+8.2pp | 24.94%+8.8pp | 35.66%-1.9pp |
| Employer contribution / active EE | $959 | $3,103-69.1% | $3,870-75.2% | $2,757-65.2% |
| Participant deferral / active EE | $3,835 | $3,871-0.9% | $5,060-24.2% | $4,299-10.8% |
| Admin fee / account holder | $1,262 | $6,717-81.2% | $8,388-84.9% | $6,924-81.8% |