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 | $94,436+120.8% | $115,599+80.4% | $82,637+152.4% |
| Participation rate | 43.3% | 70.4%-27.1pp | 74.3%-30.9pp | 68.1%-24.7pp |
| Annual return | 15.72% | 18.37%-2.7pp | 111.10%-95.4pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,578 | $2,324-32.1% | $2,955-46.6% | $2,552-38.2% |
| Participant deferral / active EE | $4,800 | $3,955+21.4% | $4,889-1.8% | $4,126+16.3% |
| Admin fee / account holder | $2,148 | $10,328-79.2% | $12,841-83.3% | $7,339-70.7% |