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 | $141,089 | $101,618+38.8% | $93,063+51.6% | $137,256+2.8% |
| Participation rate | 43.5% | 74.9%-31.5pp | 72.1%-28.6pp | 80.0%-36.5pp |
| Annual return | 14.14% | 223.95%-209.8pp | 34.15%-20.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,876 | $2,707-30.7% | $2,476-24.2% | $4,156-54.9% |
| Participant deferral / active EE | $4,416 | $4,279+3.2% | $3,958+11.6% | $6,407-31.1% |
| Admin fee / account holder | $3,458 | $6,198-44.2% | $6,033-42.7% | $12,270-71.8% |