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 | $241,583 | $123,155+96.2% | $108,753+122.1% | $155,188+55.7% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 12.58% | 44.73%-32.2pp | 37.47%-24.9pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,617 | $2,811-42.5% | $2,427-33.4% | $4,248-61.9% |
| Participant deferral / active EE | $5,210 | $4,623+12.7% | $4,115+26.6% | $6,531-20.2% |
| Admin fee / account holder | $5,930 | $12,126-51.1% | $10,320-42.5% | $14,480-59.0% |