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 | $135,927 | $29,319+363.6% | $52,425+159.3% | $82,448+64.9% |
| Participation rate | 34.8% | 46.9%-12.0pp | 55.6%-20.8pp | 68.1%-33.2pp |
| Annual return | 19.55% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $742 | $586+26.4% | $914-18.9% | $2,551-70.9% |
| Participant deferral / active EE | $2,104 | $1,171+79.6% | $1,790+17.5% | $4,139-49.2% |
| Admin fee / account holder | $1,567 | $1,962-20.1% | $2,495-37.2% | $7,234-78.3% |