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 | $193,078 | $81,446+137.1% | $103,374+86.8% | $80,874+138.7% |
| Participation rate | 44.2% | 66.9%-22.7pp | 74.5%-30.3pp | 67.6%-23.5pp |
| Annual return | 15.90% | 25.57%-9.7pp | 24.89%-9.0pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,557 | $3,107-49.9% | $3,869-59.8% | $2,756-43.5% |
| Participant deferral / active EE | $2,861 | $3,870-26.1% | $5,058-43.4% | $4,297-33.4% |
| Admin fee / account holder | $4,508 | $6,715-32.9% | $8,394-46.3% | $6,935-35.0% |