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 | $148,137 | $111,535+32.8% | $105,223+40.8% | $137,256+7.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 12.31% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,401 | $3,939-64.4% | $3,689-62.0% | $4,156-66.3% |
| Participant deferral / active EE | $2,466 | $5,500-55.2% | $5,072-51.4% | $6,407-61.5% |
| Admin fee / account holder | $3,199 | $9,721-67.1% | $8,859-63.9% | $12,270-73.9% |