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 | $203,960 | $95,453+113.7% | $112,040+82.0% | $82,448+147.4% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 18.19% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,560 | $2,318+10.5% | $2,954-13.3% | $2,551+0.4% |
| Participant deferral / active EE | $3,459 | $4,224-18.1% | $5,098-32.1% | $4,139-16.4% |
| Admin fee / account holder | $1,210 | $9,013-86.6% | $12,098-90.0% | $7,234-83.3% |