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 | $181,128 | $78,690+130.2% | $161,489+12.2% | $87,485+107.0% |
| Participation rate | 54.5% | 67.5%-12.9pp | 78.7%-24.2pp | 68.9%-14.4pp |
| Annual return | 19.32% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,996 | $2,588+15.8% | $4,268-29.8% | $2,596+15.4% |
| Participant deferral / active EE | $3,637 | $3,311+9.8% | $5,630-35.4% | $4,274-14.9% |
| Admin fee / account holder | $4,863 | $6,724-27.7% | $16,006-69.6% | $7,775-37.5% |