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 | $187,670 | $104,650+79.3% | $83,854+123.8% | $155,188+20.9% |
| Participation rate | 53.8% | 65.1%-11.2pp | 59.1%-5.3pp | 80.8%-27.0pp |
| Annual return | 14.46% | 28.97%-14.5pp | 31.39%-16.9pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,489 | $1,196+24.4% | $1,017+46.4% | $4,248-65.0% |
| Participant deferral / active EE | $4,360 | $2,367+84.2% | $2,035+114.2% | $6,531-33.2% |
| Admin fee / account holder | $16,084 | $3,518+357.1% | $3,197+403.1% | $14,480+11.1% |