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 | $191,335 | $147,556+29.7% | $129,031+48.3% | $198,609-3.7% |
| Participation rate | 18.8% | 77.2%-58.5pp | 73.4%-54.6pp | 82.4%-63.6pp |
| Annual return | 20.48% | 37.41%-16.9pp | 34.67%-14.2pp | 202.70%-182.2pp |
| Employer contribution / active EE | $686 | $3,645-81.2% | $3,226-78.8% | $5,055-86.4% |
| Participant deferral / active EE | $4,062 | $5,760-29.5% | $5,217-22.1% | $6,977-41.8% |
| Admin fee / account holder | $5,172 | $15,467-66.6% | $13,208-60.8% | $19,030-72.8% |