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 | $187,246 | $60,442+209.8% | $96,754+93.5% | $87,485+114.0% |
| Participation rate | 30.4% | 58.7%-28.3pp | 70.3%-39.8pp | 68.9%-38.5pp |
| Annual return | 17.28% | 21.97%-4.7pp | 82.04%-64.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,770 | $1,691+4.7% | $2,679-33.9% | $2,596-31.8% |
| Participant deferral / active EE | $3,483 | $3,280+6.2% | $4,758-26.8% | $4,274-18.5% |
| Admin fee / account holder | $16,777 | $5,069+231.0% | $8,905+88.4% | $7,775+115.8% |