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 | $162,743 | $81,504+99.7% | $102,437+58.9% | $80,959+101.0% |
| Participation rate | 58.1% | 66.9%-8.8pp | 74.5%-16.4pp | 67.7%-9.6pp |
| Annual return | 11.66% | 25.60%-13.9pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,512 | $3,104-19.1% | $3,871-35.1% | $2,757-8.9% |
| Participant deferral / active EE | $5,148 | $3,871+33.0% | $5,060+1.7% | $4,300+19.7% |
| Admin fee / account holder | $79,941 | $6,719+1089.7% | $8,388+853.0% | $6,925+1054.3% |