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 | $200,485 | $210,991-5.0% | $153,741+30.4% | $145,897+37.4% |
| Participation rate | 69.6% | 82.1%-12.6pp | 77.1%-7.5pp | 80.3%-10.7pp |
| Annual return | 15.70% | 13.46%+2.2pp | 15.71%0pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,910 | $6,057-68.5% | $5,042-62.1% | $4,663-59.0% |
| Participant deferral / active EE | $3,044 | $7,979-61.8% | $6,757-54.9% | $6,689-54.5% |
| Admin fee / account holder | $6,028 | $19,490-69.1% | $12,749-52.7% | $13,390-55.0% |