Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $209,067 | $161,352+29.6% | $134,172+55.8% | $137,256+52.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 10.72% | 28.72%-18.0pp | 25.30%-14.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,518 | $4,099-63.0% | $3,420-55.6% | $4,156-63.5% |
| Participant deferral / active EE | $2,788 | $5,552-49.8% | $4,690-40.6% | $6,407-56.5% |
| Admin fee / account holder | $5,719 | $15,028-61.9% | $12,016-52.4% | $12,270-53.4% |