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 | $153,073 | $96,731+58.2% | $123,973+23.5% | $86,983+76.0% |
| Participation rate | 27.3% | 70.0%-42.7pp | 76.7%-49.4pp | 69.5%-42.3pp |
| Annual return | 13.28% | 17.33%-4.0pp | 388.13%-374.8pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,409 | $3,297-57.3% | $4,126-65.8% | $2,584-45.5% |
| Participant deferral / active EE | $2,782 | $4,152-33.0% | $5,247-47.0% | $4,194-33.7% |
| Admin fee / account holder | $831 | $8,722-90.5% | $11,799-93.0% | $7,856-89.4% |