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 | $234,604 | $124,425+88.6% | $112,040+109.4% | $137,256+70.9% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 16.96% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,135 | $3,411-66.7% | $2,954-61.6% | $4,156-72.7% |
| Participant deferral / active EE | $2,310 | $5,718-59.6% | $5,098-54.7% | $6,407-63.9% |
| Admin fee / account holder | $8,309 | $15,207-45.4% | $12,098-31.3% | $12,270-32.3% |