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 | $142,839 | $51,638+176.6% | $68,368+108.9% | $82,448+73.2% |
| Participation rate | 59.5% | 63.6%-4.2pp | 73.8%-14.3pp | 68.1%-8.6pp |
| Annual return | 15.09% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $414 | $2,047-79.8% | $2,649-84.4% | $2,551-83.8% |
| Participant deferral / active EE | $4,734 | $2,914+62.5% | $4,123+14.8% | $4,139+14.4% |
| Admin fee / account holder | $24,511 | $4,643+427.9% | $5,150+376.0% | $7,234+238.8% |