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 | $167,801 | $76,407+119.6% | $150,298+11.6% | $82,448+103.5% |
| Participation rate | 15.8% | 66.4%-50.6pp | 77.8%-62.0pp | 68.1%-52.3pp |
| Annual return | 16.15% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $410 | $2,614-84.3% | $4,154-90.1% | $2,551-83.9% |
| Participant deferral / active EE | $1,903 | $3,214-40.8% | $5,453-65.1% | $4,139-54.0% |
| Admin fee / account holder | $1,268 | $6,352-80.0% | $14,116-91.0% | $7,234-82.5% |