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 | $162,427 | $174,379-6.9% | $152,093+6.8% | $138,895+16.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 15.88% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,572 | $4,652-66.2% | $4,175-62.3% | $4,194-62.5% |
| Participant deferral / active EE | $5,195 | $6,159-15.7% | $5,451-4.7% | $6,396-18.8% |
| Admin fee / account holder | $487 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |