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 | $162,163 | $96,731+67.6% | $123,973+30.8% | $86,983+86.4% |
| Participation rate | 68.0% | 70.0%-2.0pp | 76.7%-8.7pp | 69.5%-1.5pp |
| Annual return | 15.37% | 17.33%-2.0pp | 388.13%-372.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,232 | $3,297-62.6% | $4,126-70.1% | $2,584-52.3% |
| Participant deferral / active EE | $3,098 | $4,152-25.4% | $5,247-41.0% | $4,194-26.1% |
| Admin fee / account holder | $4,214 | $8,722-51.7% | $11,799-64.3% | $7,856-46.4% |