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 | $185,171 | $84,236+119.8% | $170,435+8.6% | $70,126+164.1% |
| Participation rate | 63.9% | 70.8%-6.9pp | 83.6%-19.7pp | 69.5%-5.7pp |
| Annual return | 21.59% | 23.06%-1.5pp | 205.94%-184.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $1,835 | $3,387-45.8% | $5,432-66.2% | $2,343-21.7% |
| Participant deferral / active EE | $5,643 | $3,086+82.9% | $4,939+14.2% | $3,332+69.4% |
| Admin fee / account holder | $2,322 | $5,698-59.3% | $13,881-83.3% | $4,645-50.0% |