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 | $161,155 | $75,541+113.3% | $152,093+6.0% | $82,637+95.0% |
| Participation rate | 63.3% | 66.5%-3.2pp | 77.8%-14.4pp | 68.1%-4.7pp |
| Annual return | 14.19% | 32.56%-18.4pp | 66.36%-52.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,687 | $2,622-35.7% | $4,175-59.6% | $2,552-33.9% |
| Participant deferral / active EE | $2,616 | $3,206-18.4% | $5,451-52.0% | $4,126-36.6% |
| Admin fee / account holder | $3,058 | $6,405-52.3% | $14,497-78.9% | $7,339-58.3% |