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 | $158,049 | $81,504+93.9% | $102,437+54.3% | $80,959+95.2% |
| Participation rate | 53.8% | 66.9%-13.0pp | 74.5%-20.7pp | 67.7%-13.8pp |
| Annual return | 17.83% | 25.60%-7.8pp | 24.95%-7.1pp | 35.67%-17.8pp |
| Employer contribution / active EE | $7,694 | $3,104+147.9% | $3,871+98.8% | $2,757+179.1% |
| Participant deferral / active EE | $4,393 | $3,871+13.5% | $5,060-13.2% | $4,300+2.2% |
| Admin fee / account holder | $46,362 | $6,719+590.0% | $8,388+452.7% | $6,925+569.5% |