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 | $155,236 | $100,970+53.7% | $96,576+60.7% | $137,256+13.1% |
| Participation rate | 52.9% | 82.6%-29.7pp | 81.4%-28.5pp | 80.0%-27.0pp |
| Annual return | 17.22% | 38.16%-20.9pp | 38.47%-21.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,243 | $3,809-41.1% | $3,553-36.9% | $4,156-46.0% |
| Participant deferral / active EE | $4,557 | $8,286-45.0% | $7,956-42.7% | $6,407-28.9% |
| Admin fee / account holder | $1,581 | $11,312-86.0% | $11,381-86.1% | $12,270-87.1% |