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 | $180,056 | $124,425+44.7% | $112,040+60.7% | $137,256+31.2% |
| Participation rate | 61.1% | 79.3%-18.2pp | 76.5%-15.4pp | 80.0%-18.8pp |
| Annual return | 16.62% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,128 | $3,411-8.3% | $2,954+5.9% | $4,156-24.7% |
| Participant deferral / active EE | $7,422 | $5,718+29.8% | $5,098+45.6% | $6,407+15.8% |
| Admin fee / account holder | $22,848 | $15,207+50.3% | $12,098+88.9% | $12,270+86.2% |