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 | $147,397 | $77,814+89.4% | $158,223-6.8% | $86,983+69.5% |
| Participation rate | 60.9% | 68.4%-7.5pp | 79.2%-18.3pp | 69.5%-8.6pp |
| Annual return | 14.79% | 30.54%-15.8pp | 52.09%-37.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,921 | $2,592-25.9% | $4,109-53.3% | $2,584-25.7% |
| Participant deferral / active EE | $4,935 | $3,270+50.9% | $5,467-9.7% | $4,194+17.7% |
| Admin fee / account holder | $1,660 | $5,879-71.8% | $16,047-89.7% | $7,856-78.9% |