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 | $156,566 | $124,425+25.8% | $112,040+39.7% | $137,256+14.1% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 10.21% | 24.72%-14.5pp | 24.52%-14.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,334 | $3,411-31.6% | $2,954-21.0% | $4,156-43.9% |
| Participant deferral / active EE | $3,723 | $5,718-34.9% | $5,098-27.0% | $6,407-41.9% |
| Admin fee / account holder | $2,581 | $15,207-83.0% | $12,098-78.7% | $12,270-79.0% |