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 | $180,523 | $115,931+55.7% | $185,441-2.7% | $86,983+107.5% |
| Participation rate | 60.0% | 73.6%-13.6pp | 80.3%-20.3pp | 69.5%-9.5pp |
| Annual return | 13.95% | 21.47%-7.5pp | 20.16%-6.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $4,082 | $2,937+39.0% | $4,672-12.6% | $2,584+57.9% |
| Participant deferral / active EE | $7,940 | $4,551+74.5% | $6,152+29.1% | $4,194+89.3% |
| Admin fee / account holder | $4,325 | $10,687-59.5% | $17,890-75.8% | $7,856-44.9% |