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 | $164,887 | $94,031+75.4% | $115,768+42.4% | $82,448+100.0% |
| Participation rate | 42.4% | 70.4%-28.0pp | 74.4%-32.0pp | 68.1%-25.6pp |
| Annual return | 12.27% | 20.61%-8.3pp | 100.46%-88.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,217 | $2,323+38.5% | $2,940+9.4% | $2,551+26.1% |
| Participant deferral / active EE | $6,110 | $3,972+53.8% | $4,917+24.3% | $4,139+47.6% |
| Admin fee / account holder | $9,737 | $10,249-5.0% | $12,439-21.7% | $7,234+34.6% |