Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $163,570 | $103,164+58.6% | $90,259+81.2% | $154,746+5.7% |
| Participation rate | 33.3% | 76.1%-42.8pp | 70.7%-37.4pp | 80.7%-47.4pp |
| Annual return | 9.43% | 19.25%-9.8pp | 18.88%-9.4pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,017 | $2,532-59.8% | $2,291-55.6% | $4,379-76.8% |
| Participant deferral / active EE | $10,333 | $4,422+133.7% | $3,827+170.0% | $6,730+53.5% |
| Admin fee / account holder | $4,492 | $8,593-47.7% | $7,267-38.2% | $14,365-68.7% |