Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $237,181 | $112,729+110.4% | $98,716+140.3% | $137,256+72.8% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 18.37% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,372 | $2,725-49.7% | $2,279-39.8% | $4,156-67.0% |
| Participant deferral / active EE | $6,097 | $4,640+31.4% | $4,048+50.6% | $6,407-4.8% |
| Admin fee / account holder | $1,191 | $10,129-88.2% | $8,703-86.3% | $12,270-90.3% |