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 | $227,399-20.9% | $189,758-5.2% | $198,609-9.5% |
| Participation rate | 30.0% | 84.0%-54.0pp | 79.8%-49.8pp | 82.4%-52.4pp |
| Annual return | 17.15% | 61.03%-43.9pp | 52.62%-35.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $3,194 | $5,526-42.2% | $4,767-33.0% | $5,055-36.8% |
| Participant deferral / active EE | $5,147 | $6,837-24.7% | $5,856-12.1% | $6,977-26.2% |
| Admin fee / account holder | $7,658 | $25,162-69.6% | $20,388-62.4% | $19,030-59.8% |