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 | $181,456 | $124,336+45.9% | $111,303+63.0% | $167,518+8.3% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 12.63% | 37.45%-24.8pp | 54.66%-42.0pp | 478.71%-466.1pp |
| Employer contribution / active EE | $1,237 | $3,436-64.0% | $2,731-54.7% | $4,838-74.4% |
| Participant deferral / active EE | $9,817 | $5,181+89.5% | $4,487+118.8% | $6,342+54.8% |
| Admin fee / account holder | $3,122 | $10,623-70.6% | $7,966-60.8% | $12,312-74.6% |