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 | $248,215 | $89,259+178.1% | $107,187+131.6% | $82,637+200.4% |
| Participation rate | 45.2% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-22.9pp |
| Annual return | 17.42% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,214 | $3,080-60.6% | $3,782-67.9% | $2,552-52.4% |
| Participant deferral / active EE | $4,964 | $4,037+23.0% | $5,096-2.6% | $4,126+20.3% |
| Admin fee / account holder | $7,855 | $7,381+6.4% | $9,162-14.3% | $7,339+7.0% |