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 | $204,332 | $72,607+181.4% | $90,259+126.4% | $87,485+133.6% |
| Participation rate | 61.8% | 64.8%-3.0pp | 70.7%-9.0pp | 68.9%-7.2pp |
| Annual return | 13.33% | 18.59%-5.3pp | 18.88%-5.5pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,632 | $1,919-15.0% | $2,291-28.8% | $2,596-37.1% |
| Participant deferral / active EE | $3,493 | $3,055+14.3% | $3,827-8.7% | $4,274-18.3% |
| Admin fee / account holder | $10,577 | $5,947+77.9% | $7,267+45.5% | $7,775+36.0% |