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 | $212,165 | $124,425+70.5% | $112,040+89.4% | $137,256+54.6% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.5%-11.5pp | 80.0%-15.0pp |
| Annual return | 18.18% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,461 | $3,411-27.9% | $2,954-16.7% | $4,156-40.8% |
| Participant deferral / active EE | $4,218 | $5,718-26.2% | $5,098-17.3% | $6,407-34.2% |
| Admin fee / account holder | $20,172 | $15,207+32.7% | $12,098+66.7% | $12,270+64.4% |