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 | $146,360 | $91,086+60.7% | $203,872-28.2% | $86,983+68.3% |
| Participation rate | 50.8% | 65.8%-15.0pp | 77.8%-27.0pp | 69.5%-18.7pp |
| Annual return | 14.88% | 22.30%-7.4pp | 85.11%-70.2pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,720 | $2,063-16.6% | $3,757-54.2% | $2,584-33.4% |
| Participant deferral / active EE | $7,160 | $4,019+78.2% | $6,388+12.1% | $4,194+70.7% |
| Admin fee / account holder | $2,374 | $8,987-73.6% | $11,730-79.8% | $7,856-69.8% |