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 | $162,931 | $73,787+120.8% | $98,716+65.1% | $82,448+97.6% |
| Participation rate | 30.4% | 61.4%-31.0pp | 69.3%-38.9pp | 68.1%-37.6pp |
| Annual return | 14.64% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,929 | $3,081-37.4% | $4,048-52.4% | $4,139-53.4% |
| Admin fee / account holder | $5,742 | $6,500-11.7% | $8,703-34.0% | $7,234-20.6% |