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 | $198,906 | $199,109-0.1% | $173,730+14.5% | $154,746+28.5% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 10.02% | 20.02%-10.0pp | 19.96%-9.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,576 | $5,311-70.3% | $4,577-65.6% | $4,379-64.0% |
| Participant deferral / active EE | $3,444 | $7,113-51.6% | $6,326-45.6% | $6,730-48.8% |
| Admin fee / account holder | $3,319 | $20,916-84.1% | $17,523-81.1% | $14,365-76.9% |