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 | $88,996+121.1% | $78,004+152.3% | $138,895+41.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 13.78% | 28.03%-14.3pp | 31.07%-17.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $973 | $2,917-66.6% | $2,469-60.6% | $4,194-76.8% |
| Participant deferral / active EE | $3,450 | $4,724-27.0% | $4,092-15.7% | $6,396-46.1% |
| Admin fee / account holder | $1,748 | $8,807-80.2% | $7,578-76.9% | $12,562-86.1% |