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 | $175,278 | $91,086+92.4% | $203,872-14.0% | $86,983+101.5% |
| Participation rate | 60.0% | 65.8%-5.8pp | 77.8%-17.8pp | 69.5%-9.5pp |
| Annual return | 14.10% | 22.30%-8.2pp | 85.11%-71.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,948 | $2,063-5.6% | $3,757-48.1% | $2,584-24.6% |
| Participant deferral / active EE | $5,969 | $4,019+48.5% | $6,388-6.6% | $4,194+42.3% |
| Admin fee / account holder | $5,722 | $8,987-36.3% | $11,730-51.2% | $7,856-27.2% |