Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $182,648 | $124,980+46.1% | $108,359+68.6% | $154,746+18.0% |
| Participation rate | 28.6% | 75.2%-46.6pp | 70.1%-41.6pp | 80.7%-52.1pp |
| Annual return | 19.97% | 45.00%-25.0pp | 36.89%-16.9pp | 172.34%-152.4pp |
| Employer contribution / active EE | $766 | $2,851-73.1% | $2,399-68.1% | $4,379-82.5% |
| Participant deferral / active EE | $4,018 | $4,743-15.3% | $4,137-2.9% | $6,730-40.3% |
| Admin fee / account holder | $1,734 | $11,502-84.9% | $9,741-82.2% | $14,365-87.9% |