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 | $197,428 | $105,284+87.5% | $150,734+31.0% | $94,015+110.0% |
| Participation rate | 52.0% | 71.7%-19.7pp | 78.4%-26.4pp | 70.8%-18.8pp |
| Annual return | 14.60% | 15.67%-1.1pp | 600.81%-586.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $2,488 | $3,599-30.9% | $4,918-49.4% | $2,790-10.8% |
| Participant deferral / active EE | $4,233 | $4,274-1.0% | $5,610-24.5% | $4,249-0.4% |
| Admin fee / account holder | $1,238 | $9,839-87.4% | $14,905-91.7% | $8,951-86.2% |