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 | $200,985 | $115,225+74.4% | $100,712+99.6% | $138,895+44.7% |
| Participation rate | 34.8% | 74.3%-39.6pp | 69.3%-34.5pp | 79.9%-45.1pp |
| Annual return | 17.81% | 40.35%-22.5pp | 33.27%-15.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,282 | $2,771-17.6% | $2,313-1.3% | $4,194-45.6% |
| Participant deferral / active EE | $1,907 | $4,699-59.4% | $4,085-53.3% | $6,396-70.2% |
| Admin fee / account holder | $1,850 | $10,844-82.9% | $9,256-80.0% | $12,562-85.3% |