Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $114,922 | $69,118+66.3% | $53,647+114.2% | $138,895-17.3% |
| Participation rate | 46.2% | 64.0%-17.8pp | 56.3%-10.1pp | 79.9%-33.8pp |
| Annual return | 15.85% | 248.26%-232.4pp | 358.33%-342.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $983 | $1,189-17.4% | $962+2.2% | $4,194-76.6% |
| Participant deferral / active EE | $5,616 | $2,274+147.0% | $1,813+209.7% | $6,396-12.2% |
| Admin fee / account holder | $618 | $2,724-77.3% | $2,460-74.9% | $12,562-95.1% |