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 | $148,276 | $72,177+105.4% | $115,037+28.9% | $59,633+148.6% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | 0.95% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $1,635 | $2,841-42.4% | $4,608-64.5% | $2,203-25.8% |
| Participant deferral / active EE | $3,277 | $4,783-31.5% | $6,026-45.6% | $3,192+2.7% |
| Admin fee / account holder | $3,258 | $4,927-33.9% | $8,175-60.2% | $4,297-24.2% |