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 | $119,366 | $48,364+146.8% | $71,796+66.3% | $62,881+89.8% |
| Participation rate | 48.7% | 60.6%-11.9pp | 69.1%-20.4pp | 69.3%-20.6pp |
| Annual return | 8.80% | 13.16%-4.4pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $615 | $1,042-41.0% | $1,924-68.0% | $2,281-73.0% |
| Participant deferral / active EE | $1,339 | $2,091-36.0% | $2,794-52.1% | $3,203-58.2% |
| Admin fee / account holder | $6,405 | $3,771+69.8% | $4,815+33.0% | $4,296+49.1% |