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 | $162,440 | $124,330+30.7% | $109,173+48.8% | $167,536-3.0% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 11.95% | 26.04%-14.1pp | 25.75%-13.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,228 | $4,209-70.8% | $3,723-67.0% | $4,839-74.6% |
| Participant deferral / active EE | $6,099 | $5,256+16.0% | $4,654+31.0% | $6,342-3.8% |
| Admin fee / account holder | $2,689 | $7,974-66.3% | $6,755-60.2% | $12,315-78.2% |