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 | $153,499 | $101,763+50.8% | $164,866-6.9% | $80,874+89.8% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.6%-21.5pp |
| Annual return | 15.37% | 16.73%-1.4pp | 69.97%-54.6pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,671 | $2,954-43.4% | $4,343-61.5% | $2,756-39.4% |
| Participant deferral / active EE | $3,118 | $4,477-30.4% | $6,033-48.3% | $4,297-27.4% |
| Admin fee / account holder | $3,987 | $8,228-51.6% | $12,689-68.6% | $6,935-42.5% |