Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $171,824 | $106,588+61.2% | $94,215+82.4% | $155,188+10.7% |
| Participation rate | 54.5% | 74.3%-19.7pp | 70.0%-15.4pp | 80.8%-26.3pp |
| Annual return | 17.36% | 29.39%-12.0pp | 28.22%-10.9pp | 148.84%-131.5pp |
| Employer contribution / active EE | $9,136 | $3,080+196.7% | $2,675+241.5% | $4,248+115.1% |
| Participant deferral / active EE | $16,045 | $4,802+234.1% | $4,276+275.3% | $6,531+145.7% |
| Admin fee / account holder | $10,072 | $12,281-18.0% | $10,216-1.4% | $14,480-30.4% |