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 | $120,285 | $52,279+130.1% | $89,435+34.5% | $79,856+50.6% |
| Participation rate | 46.3% | 57.5%-11.2pp | 68.0%-21.7pp | 69.6%-23.3pp |
| Annual return | 19.70% | 22.16%-2.5pp | 245.55%-225.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,165 | $1,572-25.9% | $2,587-55.0% | $2,471-52.9% |
| Participant deferral / active EE | $3,778 | $2,740+37.9% | $3,890-2.9% | $3,741+1.0% |
| Admin fee / account holder | $482 | $3,356-85.6% | $4,884-90.1% | $5,306-90.9% |