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 | $211,884 | $100,262+111.3% | $81,370+160.4% | $145,897+45.2% |
| Participation rate | 42.9% | 74.3%-31.4pp | 69.5%-26.7pp | 80.3%-37.4pp |
| Annual return | 12.82% | 34.52%-21.7pp | 24.85%-12.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,797 | $2,979-39.7% | $2,464-27.1% | $4,663-61.5% |
| Participant deferral / active EE | $6,348 | $4,612+37.6% | $3,885+63.4% | $6,689-5.1% |
| Admin fee / account holder | $2,561 | $8,163-68.6% | $5,749-55.5% | $13,390-80.9% |