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 | $141,155 | $48,364+191.9% | $71,796+96.6% | $62,881+124.5% |
| Participation rate | 58.1% | 60.6%-2.6pp | 69.1%-11.0pp | 69.3%-11.2pp |
| Annual return | 8.13% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,280 | $1,042+22.9% | $1,924-33.5% | $2,281-43.9% |
| Participant deferral / active EE | $3,182 | $2,091+52.2% | $2,794+13.9% | $3,203-0.6% |
| Admin fee / account holder | $1,070 | $3,771-71.6% | $4,815-77.8% | $4,296-75.1% |