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 | $178,038 | $101,798+74.9% | $165,071+7.9% | $80,935+120.0% |
| Participation rate | 15.2% | 71.8%-56.7pp | 78.6%-63.5pp | 67.7%-52.5pp |
| Annual return | 10.80% | 16.73%-5.9pp | 70.17%-59.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,331 | $2,954-55.0% | $4,347-69.4% | $2,757-51.7% |
| Participant deferral / active EE | $3,765 | $4,476-15.9% | $6,035-37.6% | $4,299-12.4% |
| Admin fee / account holder | $20,514 | $8,221+149.5% | $12,695+61.6% | $6,924+196.3% |