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 | $178,720 | $106,864+67.2% | $147,318+21.3% | $82,637+116.3% |
| Participation rate | 64.7% | 75.5%-10.8pp | 82.1%-17.4pp | 68.1%-3.3pp |
| Annual return | 15.46% | 27.49%-12.0pp | 70.43%-55.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,442 | $6,496-0.8% | $7,906-18.5% | $4,126+56.1% |
| Admin fee / account holder | $1,682 | $8,415-80.0% | $13,708-87.7% | $7,339-77.1% |