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 | $208,538 | $94,031+121.8% | $115,768+80.1% | $82,448+152.9% |
| Participation rate | 43.3% | 70.4%-27.1pp | 74.4%-31.1pp | 68.1%-24.7pp |
| Annual return | 15.72% | 20.61%-4.9pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,578 | $2,323-32.1% | $2,940-46.3% | $2,551-38.1% |
| Participant deferral / active EE | $4,800 | $3,972+20.8% | $4,917-2.4% | $4,139+16.0% |
| Admin fee / account holder | $2,148 | $10,249-79.0% | $12,439-82.7% | $7,234-70.3% |