Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $163,478 | $86,949+88.0% | $102,460+59.6% | $80,959+101.9% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.7%-14.9pp |
| Annual return | 19.52% | 18.89%+0.6pp | 29.47%-9.9pp | 35.67%-16.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,047 | $4,121-1.8% | $5,056-20.0% | $4,300-5.9% |
| Admin fee / account holder | $420 | $8,048-94.8% | $9,460-95.6% | $6,925-93.9% |