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 | $189,734 | $88,707+113.9% | $74,184+155.8% | $273,972-30.7% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 10.62% | 11.94%-1.3pp | 17.74%-7.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $650 | $3,159-79.4% | $2,370-72.6% | $4,869-86.7% |
| Participant deferral / active EE | $2,421 | $4,212-42.5% | $3,550-31.8% | $5,287-54.2% |
| Admin fee / account holder | $5,309 | $8,717-39.1% | $5,586-5.0% | $10,133-47.6% |