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 | $178,383 | $124,351+43.5% | $109,188+63.4% | $167,553+6.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 10.20% | 26.04%-15.8pp | 25.76%-15.6pp | 478.89%-468.7pp |
| Employer contribution / active EE | $1,111 | $4,210-73.6% | $3,723-70.2% | $4,840-77.0% |
| Participant deferral / active EE | $4,887 | $5,257-7.0% | $4,654+5.0% | $6,343-22.9% |
| Admin fee / account holder | $1,600 | $7,975-79.9% | $6,755-76.3% | $12,316-87.0% |