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 | $117,150 | $81,276+44.1% | $155,574-24.7% | $80,925+44.8% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 61.46% | 33.36%+28.1pp | 64.87%-3.4pp | 35.65%+25.8pp |
| Employer contribution / active EE | $2,229 | $3,103-28.2% | $4,676-52.3% | $2,756-19.1% |
| Participant deferral / active EE | $1,547 | $3,453-55.2% | $5,629-72.5% | $4,299-64.0% |
| Admin fee / account holder | $62,190 | $7,993+678.0% | $15,914+290.8% | $6,940+796.1% |