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 | $164,273 | $110,278+49.0% | $95,740+71.6% | $139,466+17.8% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.52% | 27.19%-9.7pp | 28.41%-10.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,430 | $3,260-56.2% | $2,836-49.6% | $4,754-69.9% |
| Participant deferral / active EE | $4,095 | $4,674-12.4% | $4,244-3.5% | $6,712-39.0% |
| Admin fee / account holder | $1,161 | $6,613-82.5% | $5,676-79.6% | $11,409-89.8% |