Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $172,425 | $75,541+128.3% | $152,093+13.4% | $82,637+108.7% |
| Participation rate | 65.7% | 66.5%-0.8pp | 77.8%-12.1pp | 68.1%-2.3pp |
| Annual return | 16.93% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,518 | $2,622-4.0% | $4,175-39.7% | $2,552-1.4% |
| Participant deferral / active EE | $6,545 | $3,206+104.2% | $5,451+20.1% | $4,126+58.6% |
| Admin fee / account holder | $4,665 | $6,405-27.2% | $14,497-67.8% | $7,339-36.4% |