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 | $215,606 | $93,345+131.0% | $119,126+81.0% | $87,485+146.5% |
| Participation rate | 21.1% | 68.7%-47.7pp | 75.8%-54.7pp | 68.9%-47.9pp |
| Annual return | 16.16% | 19.08%-2.9pp | 282.11%-266.0pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,070 | $3,172-66.3% | $4,034-73.5% | $2,596-58.8% |
| Participant deferral / active EE | $2,164 | $4,099-47.2% | $5,318-59.3% | $4,274-49.4% |
| Admin fee / account holder | $1,061 | $8,039-86.8% | $10,693-90.1% | $7,775-86.4% |