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 | $147,048 | $83,485+76.1% | $125,195+17.5% | $72,976+101.5% |
| Participation rate | 43.5% | 73.3%-29.8pp | 79.8%-36.3pp | 69.5%-26.0pp |
| Annual return | 20.25% | 25.77%-5.5pp | 43.79%-23.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,880 | $2,346-19.8% | $3,866-51.4% | $2,440-22.9% |
| Participant deferral / active EE | $5,460 | $3,586+52.3% | $4,937+10.6% | $3,608+51.3% |
| Admin fee / account holder | $996 | $5,518-81.9% | $9,704-89.7% | $5,124-80.6% |