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 | $155,907 | $54,541+185.8% | $78,778+97.9% | $70,124+122.3% |
| Participation rate | 40.5% | 60.8%-20.3pp | 69.2%-28.7pp | 69.5%-29.0pp |
| Annual return | 15.28% | 21.07%-5.8pp | 35.62%-20.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $541 | $1,089-50.3% | $1,986-72.8% | $2,342-76.9% |
| Participant deferral / active EE | $3,947 | $2,210+78.6% | $2,958+33.4% | $3,332+18.5% |
| Admin fee / account holder | $29,308 | $3,709+690.3% | $5,134+470.9% | $4,645+530.9% |