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 | $180,554 | $77,574+132.8% | $108,753+66.0% | $86,983+107.6% |
| Participation rate | 26.9% | 62.3%-35.4pp | 71.1%-44.2pp | 69.5%-42.6pp |
| Annual return | 22.82% | 18.42%+4.4pp | 37.47%-14.6pp | 25.83%-3.0pp |
| Employer contribution / active EE | $758 | $1,611-53.0% | $2,427-68.8% | $2,584-70.7% |
| Participant deferral / active EE | $2,705 | $3,128-13.5% | $4,115-34.3% | $4,194-35.5% |
| Admin fee / account holder | $440 | $6,529-93.3% | $10,320-95.7% | $7,856-94.4% |