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 | $178,319 | $182,442-2.3% | $163,379+9.1% | $138,895+28.4% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.8%-8.1pp | 79.9%-11.2pp |
| Annual return | 16.38% | 72.74%-56.4pp | 63.41%-47.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,924 | $4,159-53.7% | $3,752-48.7% | $4,194-54.1% |
| Participant deferral / active EE | $4,004 | $6,817-41.3% | $6,282-36.3% | $6,396-37.4% |
| Admin fee / account holder | $645 | $10,396-93.8% | $9,818-93.4% | $12,562-94.9% |