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 | $164,298 | $73,955+122.2% | $96,520+70.2% | $75,181+118.5% |
| Participation rate | 37.9% | 66.4%-28.5pp | 74.3%-36.4pp | 67.2%-29.3pp |
| Annual return | 19.09% | 26.72%-7.6pp | 35.72%-16.6pp | 160.69%-141.6pp |
| Employer contribution / active EE | $2,250 | $2,930-23.2% | $3,739-39.8% | $2,671-15.8% |
| Participant deferral / active EE | $3,267 | $3,659-10.7% | $4,879-33.0% | $4,126-20.8% |
| Admin fee / account holder | $1,204 | $5,217-76.9% | $6,733-82.1% | $5,650-78.7% |