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 | $236,586 | $222,882+6.1% | $182,153+29.9% | $198,609+19.1% |
| Participation rate | 55.6% | 67.8%-12.2pp | 65.7%-10.2pp | 82.4%-26.8pp |
| Annual return | 17.38% | 38.53%-21.1pp | 35.04%-17.7pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,269 | $2,741-53.7% | $2,593-51.1% | $5,055-74.9% |
| Participant deferral / active EE | $5,652 | $4,212+34.2% | $3,776+49.7% | $6,977-19.0% |
| Admin fee / account holder | $2,159 | $8,972-75.9% | $9,477-77.2% | $19,030-88.7% |