Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $154,745 | $81,487+89.9% | $102,412+51.1% | $80,935+91.2% |
| Participation rate | 17.7% | 66.8%-49.1pp | 74.5%-56.8pp | 67.7%-49.9pp |
| Annual return | 15.09% | 25.60%-10.5pp | 24.94%-9.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,392 | $3,103-55.1% | $3,870-64.0% | $2,757-49.5% |
| Participant deferral / active EE | $2,541 | $3,871-34.3% | $5,060-49.8% | $4,299-40.9% |
| Admin fee / account holder | $3,244 | $6,717-51.7% | $8,388-61.3% | $6,924-53.2% |