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 | $197,504 | $64,920+204.2% | $103,693+90.5% | $86,983+127.1% |
| Participation rate | 23.1% | 63.6%-40.5pp | 72.6%-49.6pp | 69.5%-46.5pp |
| Annual return | 12.69% | 30.29%-17.6pp | 47.61%-34.9pp | 25.83%-13.1pp |
| Employer contribution / active EE | $176 | $2,141-91.8% | $2,920-94.0% | $2,584-93.2% |
| Participant deferral / active EE | $1,723 | $3,241-46.8% | $4,579-62.4% | $4,194-58.9% |
| Admin fee / account holder | $9,976 | $6,191+61.1% | $7,858+26.9% | $7,856+27.0% |