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 | $158,414 | $81,331+94.8% | $155,534+1.9% | $80,935+95.7% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 17.30% | 33.37%-16.1pp | 64.92%-47.6pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,072 | $3,105-33.3% | $4,675-55.7% | $2,757-24.9% |
| Participant deferral / active EE | $7,964 | $3,454+130.6% | $5,630+41.5% | $4,299+85.2% |
| Admin fee / account holder | $16,443 | $7,999+105.6% | $15,900+3.4% | $6,924+137.5% |