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 | $154,032 | $67,894+126.9% | $89,340+72.4% | $82,448+86.8% |
| Participation rate | 56.7% | 64.0%-7.4pp | 69.6%-12.9pp | 68.1%-11.4pp |
| Annual return | 16.67% | 19.21%-2.5pp | 20.57%-3.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,036 | $1,828+11.4% | $2,231-8.8% | $2,551-20.2% |
| Participant deferral / active EE | $4,204 | $3,072+36.8% | $3,823+10.0% | $4,139+1.6% |
| Admin fee / account holder | $1,435 | $5,723-74.9% | $6,704-78.6% | $7,234-80.2% |