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 | $213,998 | $104,650+104.5% | $83,854+155.2% | $155,188+37.9% |
| Participation rate | 33.3% | 65.1%-31.7pp | 59.1%-25.8pp | 80.8%-47.5pp |
| Annual return | 15.46% | 28.97%-13.5pp | 31.39%-15.9pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,375 | $1,196+14.9% | $1,017+35.1% | $4,248-67.6% |
| Participant deferral / active EE | $5,583 | $2,367+135.9% | $2,035+174.4% | $6,531-14.5% |
| Admin fee / account holder | $30,403 | $3,518+764.1% | $3,197+851.0% | $14,480+110.0% |