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 | $181,771 | $81,476+123.1% | $102,383+77.5% | $80,925+124.6% |
| Participation rate | 64.5% | 66.8%-2.3pp | 74.5%-10.0pp | 67.7%-3.1pp |
| Annual return | 12.36% | 25.59%-13.2pp | 24.94%-12.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,169 | $3,871-44.0% | $5,060-57.1% | $4,299-49.6% |
| Admin fee / account holder | $416 | $6,717-93.8% | $8,391-95.0% | $6,940-94.0% |