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 | $184,774 | $103,164+79.1% | $90,259+104.7% | $154,746+19.4% |
| Participation rate | 69.2% | 76.1%-6.9pp | 70.7%-1.5pp | 80.7%-11.5pp |
| Annual return | 13.55% | 19.25%-5.7pp | 18.88%-5.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,549 | $2,532-38.8% | $2,291-32.4% | $4,379-64.6% |
| Participant deferral / active EE | $3,469 | $4,422-21.5% | $3,827-9.3% | $6,730-48.5% |
| Admin fee / account holder | $3,935 | $8,593-54.2% | $7,267-45.8% | $14,365-72.6% |