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 | $207,003 | $95,404+117.0% | $113,397+82.5% | $82,637+150.5% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 19.99% | 19.08%+0.9pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,400 | $2,307-39.3% | $2,977-53.0% | $2,552-45.1% |
| Participant deferral / active EE | $3,772 | $4,220-10.6% | $5,076-25.7% | $4,126-8.6% |
| Admin fee / account holder | $3,590 | $9,168-60.8% | $11,957-70.0% | $7,339-51.1% |