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 | $177,673 | $213,785-16.9% | $185,441-4.2% | $155,188+14.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 13.69% | 19.97%-6.3pp | 20.16%-6.5pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,480 | $5,393-54.0% | $4,672-46.9% | $4,248-41.6% |
| Participant deferral / active EE | $2,480 | $6,864-63.9% | $6,152-59.7% | $6,531-62.0% |
| Admin fee / account holder | $6,377 | $21,134-69.8% | $17,890-64.4% | $14,480-56.0% |