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 | $177,672 | $83,485+112.8% | $125,192+41.9% | $72,975+143.5% |
| Participation rate | 28.9% | 73.3%-44.4pp | 79.8%-50.8pp | 69.5%-40.5pp |
| Annual return | 21.33% | 25.77%-4.4pp | 43.79%-22.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,442 | $2,346-38.5% | $3,866-62.7% | $2,440-40.9% |
| Participant deferral / active EE | $2,304 | $3,586-35.8% | $4,937-53.3% | $3,608-36.1% |
| Admin fee / account holder | $2,151 | $5,518-61.0% | $9,704-77.8% | $5,124-58.0% |