Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $179,715 | $115,225+56.0% | $100,712+78.4% | $138,895+29.4% |
| Participation rate | 68.2% | 74.3%-6.2pp | 69.3%-1.1pp | 79.9%-11.7pp |
| Annual return | 17.18% | 40.35%-23.2pp | 33.27%-16.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,926 | $2,771+5.6% | $2,313+26.5% | $4,194-30.2% |
| Participant deferral / active EE | $7,516 | $4,699+59.9% | $4,085+84.0% | $6,396+17.5% |
| Admin fee / account holder | $3,446 | $10,844-68.2% | $9,256-62.8% | $12,562-72.6% |