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 | $187,102 | $156,398+19.6% | $147,318+27.0% | $138,895+34.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 17.67% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,113 | $4,853-77.1% | $4,593-75.8% | $4,194-73.5% |
| Participant deferral / active EE | $4,967 | $8,237-39.7% | $7,906-37.2% | $6,396-22.3% |
| Admin fee / account holder | $10,186 | $14,976-32.0% | $13,708-25.7% | $12,562-18.9% |