Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $185,525 | $107,421+72.7% | $182,262+1.8% | $94,015+97.3% |
| Participation rate | 21.1% | 77.8%-56.7pp | 84.2%-63.2pp | 70.8%-49.8pp |
| Annual return | 15.30% | 21.32%-6.0pp | 140.60%-125.3pp | 17.84%-2.5pp |
| Employer contribution / active EE | $975 | $3,448-71.7% | $5,046-80.7% | $2,790-65.1% |
| Participant deferral / active EE | $4,506 | $6,558-31.3% | $8,276-45.6% | $4,249+6.0% |
| Admin fee / account holder | $9,911 | $8,692+14.0% | $16,712-40.7% | $8,951+10.7% |