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 | $188,454 | $126,661+48.8% | $113,397+66.2% | $138,895+35.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 12.82% | 25.05%-12.2pp | 23.20%-10.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,255 | $3,456-34.8% | $2,977-24.3% | $4,194-46.2% |
| Participant deferral / active EE | $4,975 | $5,693-12.6% | $5,076-2.0% | $6,396-22.2% |
| Admin fee / account holder | $5,200 | $14,549-64.3% | $11,957-56.5% | $12,562-58.6% |