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 | $175,682 | $213,785-17.8% | $185,441-5.3% | $155,188+13.2% |
| Participation rate | 65.0% | 83.2%-18.2pp | 80.3%-15.3pp | 80.8%-15.8pp |
| Annual return | 17.60% | 19.97%-2.4pp | 20.16%-2.6pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,964 | $5,393-63.6% | $4,672-58.0% | $4,248-53.8% |
| Participant deferral / active EE | $4,923 | $6,864-28.3% | $6,152-20.0% | $6,531-24.6% |
| Admin fee / account holder | $3,092 | $21,134-85.4% | $17,890-82.7% | $14,480-78.6% |