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 | $155,024 | $101,795+52.3% | $165,100-6.1% | $80,959+91.5% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.7%0pp |
| Annual return | 12.83% | 16.73%-3.9pp | 70.21%-57.4pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,388 | $2,954+14.7% | $4,348-22.1% | $2,757+22.9% |
| Participant deferral / active EE | $5,934 | $4,476+32.6% | $6,035-1.7% | $4,300+38.0% |
| Admin fee / account holder | $12,147 | $8,221+47.8% | $12,696-4.3% | $6,925+75.4% |