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 | $183,211 | $275,752-33.6% | $256,809-28.7% | $198,609-7.8% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 11.81% | 34.81%-23.0pp | 32.73%-20.9pp | 202.70%-190.9pp |
| Employer contribution / active EE | $3,124 | $7,721-59.5% | $7,263-57.0% | $5,055-38.2% |
| Participant deferral / active EE | $6,373 | $10,037-36.5% | $9,520-33.1% | $6,977-8.6% |
| Admin fee / account holder | $1,733 | $25,716-93.3% | $25,146-93.1% | $19,030-90.9% |