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 | $158,324 | $86,940+82.1% | $102,434+54.6% | $80,935+95.6% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.9pp | 67.7%-7.0pp |
| Annual return | 15.63% | 18.89%-3.3pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $2,161 | $2,370-8.8% | $3,023-28.5% | $2,757-21.6% |
| Participant deferral / active EE | $5,858 | $4,121+42.2% | $5,055+15.9% | $4,299+36.3% |
| Admin fee / account holder | $2,756 | $8,047-65.7% | $9,462-70.9% | $6,924-60.2% |