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 | $196,768 | $106,588+84.6% | $94,215+108.9% | $155,188+26.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 13.78% | 29.39%-15.6pp | 28.22%-14.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $973 | $3,080-68.4% | $2,675-63.6% | $4,248-77.1% |
| Participant deferral / active EE | $3,450 | $4,802-28.2% | $4,276-19.3% | $6,531-47.2% |
| Admin fee / account holder | $1,748 | $12,281-85.8% | $10,216-82.9% | $14,480-87.9% |