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 | $139,854 | $61,816+126.2% | $97,260+43.8% | $80,935+72.8% |
| Participation rate | 41.7% | 63.5%-21.8pp | 72.7%-31.0pp | 67.7%-26.0pp |
| Annual return | 19.45% | -558.73%+578.2pp | 75.54%-56.1pp | 35.66%-16.2pp |
| Employer contribution / active EE | $1,730 | $1,836-5.8% | $2,721-36.4% | $2,757-37.3% |
| Participant deferral / active EE | $3,653 | $3,027+20.7% | $4,262-14.3% | $4,299-15.0% |
| Admin fee / account holder | $5,842 | $5,166+13.1% | $5,640+3.6% | $6,924-15.6% |