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 | $195,945 | $117,859+66.3% | $102,438+91.3% | $145,959+34.2% |
| Participation rate | 41.7% | 78.6%-36.9pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 17.48% | 31.72%-14.2pp | 29.37%-11.9pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,727 | $3,615-24.6% | $3,024-9.8% | $4,661-41.5% |
| Participant deferral / active EE | $4,659 | $5,732-18.7% | $5,054-7.8% | $6,689-30.3% |
| Admin fee / account holder | $2,061 | $13,318-84.5% | $9,448-78.2% | $13,398-84.6% |