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 | $216,750 | $161,352+34.3% | $134,172+61.5% | $137,256+57.9% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 15.28% | 28.72%-13.4pp | 25.30%-10.0pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,796 | $4,099-31.8% | $3,420-18.2% | $4,156-32.7% |
| Participant deferral / active EE | $2,937 | $5,552-47.1% | $4,690-37.4% | $6,407-54.2% |
| Admin fee / account holder | $1,703 | $15,028-88.7% | $12,016-85.8% | $12,270-86.1% |