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 | $167,223 | $59,123+182.8% | $77,183+116.7% | $75,181+122.4% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.6%-14.0pp | 67.2%-11.6pp |
| Annual return | 17.86% | 26.72%-8.9pp | 37.89%-20.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $2,005 | $1,996+0.5% | $2,534-20.9% | $2,671-24.9% |
| Participant deferral / active EE | $2,635 | $2,999-12.2% | $3,833-31.3% | $4,126-36.1% |
| Admin fee / account holder | $888 | $4,776-81.4% | $5,475-83.8% | $5,650-84.3% |