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 | $97,648+68.9% | $121,663+35.5% | $87,485+88.5% |
| Participation rate | 42.4% | 70.5%-28.0pp | 74.5%-32.1pp | 68.9%-26.5pp |
| Annual return | 12.27% | 18.03%-5.8pp | 147.54%-135.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $3,217 | $2,300+39.8% | $3,020+6.5% | $2,596+23.9% |
| Participant deferral / active EE | $6,110 | $3,923+55.7% | $4,887+25.0% | $4,274+43.0% |
| Admin fee / account holder | $9,737 | $11,100-12.3% | $14,289-31.9% | $7,775+25.2% |