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 | $200,908 | $138,393+45.2% | $184,256+9.0% | $80,959+148.2% |
| Participation rate | 69.1% | 83.9%-14.8pp | 86.8%-17.7pp | 67.7%+1.4pp |
| Annual return | 15.96% | 20.01%-4.1pp | 28.85%-12.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,232 | $4,847-33.3% | $6,427-49.7% | $2,757+17.2% |
| Participant deferral / active EE | $4,546 | $7,076-35.8% | $9,133-50.2% | $4,300+5.7% |
| Admin fee / account holder | $10,254 | $10,489-2.2% | $13,899-26.2% | $6,925+48.1% |