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 | $192,231 | $117,904+63.0% | $102,457+87.6% | $145,978+31.7% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 17.63% | 31.80%-14.2pp | 29.41%-11.8pp | 550.52%-532.9pp |
| Employer contribution / active EE | $3,127 | $3,613-13.5% | $3,022+3.5% | $4,662-32.9% |
| Participant deferral / active EE | $6,864 | $5,733+19.7% | $5,054+35.8% | $6,690+2.6% |
| Admin fee / account holder | $2,414 | $13,329-81.9% | $9,451-74.5% | $13,400-82.0% |