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 | $179,806 | $185,312-3.0% | $161,489+11.3% | $154,746+16.2% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 17.15% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,194 | $4,769-33.0% | $4,268-25.2% | $4,379-27.1% |
| Participant deferral / active EE | $5,147 | $6,350-18.9% | $5,630-8.6% | $6,730-23.5% |
| Admin fee / account holder | $7,658 | $18,654-58.9% | $16,006-52.2% | $14,365-46.7% |