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 | $171,362 | $76,564+123.8% | $105,582+62.3% | $94,015+82.3% |
| Participation rate | 46.8% | 65.2%-18.4pp | 71.8%-25.0pp | 70.8%-24.0pp |
| Annual return | 11.81% | 20.69%-8.9pp | 18.61%-6.8pp | 17.84%-6.0pp |
| Employer contribution / active EE | $1,156 | $1,995-42.1% | $2,984-61.3% | $2,790-58.6% |
| Participant deferral / active EE | $3,157 | $3,320-4.9% | $4,353-27.5% | $4,249-25.7% |
| Admin fee / account holder | $6,215 | $7,129-12.8% | $12,856-51.7% | $8,951-30.6% |