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 | $170,004 | $99,345+71.1% | $84,753+100.6% | $273,972-37.9% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 11.03% | 22.93%-11.9pp | 22.78%-11.8pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,361 | $4,214-67.7% | $3,574-61.9% | $4,869-72.0% |
| Participant deferral / active EE | $5,381 | $4,270+26.0% | $3,712+45.0% | $5,287+1.8% |
| Admin fee / account holder | $1,547 | $6,645-76.7% | $5,333-71.0% | $10,133-84.7% |