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 | $97,550+112.2% | $120,344+72.0% | $87,485+136.6% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.7%-33.9pp | 68.9%-26.1pp |
| Annual return | 19.99% | 18.41%+1.6pp | 20.30%-0.3pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,400 | $2,291-38.9% | $3,020-53.6% | $2,596-46.1% |
| Participant deferral / active EE | $3,772 | $4,230-10.8% | $5,135-26.6% | $4,274-11.7% |
| Admin fee / account holder | $3,590 | $9,543-62.4% | $12,742-71.8% | $7,775-53.8% |