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 | $202,925 | $181,896+11.6% | $156,551+29.6% | $273,972-25.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 8.67% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $4,078 | $6,248-34.7% | $5,501-25.9% | $4,869-16.3% |
| Participant deferral / active EE | $6,505 | $5,550+17.2% | $4,871+33.5% | $5,287+23.0% |
| Admin fee / account holder | $941 | $15,560-94.0% | $13,028-92.8% | $10,133-90.7% |