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 | $195,371 | $71,197+174.4% | $93,669+108.6% | $80,925+141.4% |
| Participation rate | 34.6% | 60.4%-25.8pp | 68.7%-34.1pp | 67.7%-33.0pp |
| Annual return | 15.41% | 11.27%+4.1pp | 133.59%-118.2pp | 35.65%-20.2pp |
| Employer contribution / active EE | $655 | $1,565-58.2% | $2,424-73.0% | $2,756-76.2% |
| Participant deferral / active EE | $4,353 | $4,036+7.9% | $4,416-1.4% | $4,299+1.3% |
| Admin fee / account holder | $4,598 | $6,959-33.9% | $8,291-44.5% | $6,940-33.7% |