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 | $185,436 | $75,541+145.5% | $152,093+21.9% | $82,637+124.4% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 21.23% | 32.56%-11.3pp | 66.36%-45.1pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,970 | $2,622-24.9% | $4,175-52.8% | $2,552-22.8% |
| Participant deferral / active EE | $5,014 | $3,206+56.4% | $5,451-8.0% | $4,126+21.5% |
| Admin fee / account holder | $1,108 | $6,405-82.7% | $14,497-92.4% | $7,339-84.9% |