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 | $185,732 | $110,379+68.3% | $102,412+81.4% | $145,884+27.3% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 10.40% | 24.84%-14.4pp | 24.94%-14.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,800 | $4,216-57.3% | $3,870-53.5% | $4,662-61.4% |
| Participant deferral / active EE | $7,134 | $5,622+26.9% | $5,060+41.0% | $6,690+6.6% |
| Admin fee / account holder | $1,760 | $9,745-81.9% | $8,388-79.0% | $13,392-86.9% |