Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $155,047 | $115,225+34.6% | $100,712+54.0% | $138,895+11.6% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.3%-49.3pp | 79.9%-59.9pp |
| Annual return | 15.64% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $813 | $2,771-70.7% | $2,313-64.8% | $4,194-80.6% |
| Participant deferral / active EE | $2,730 | $4,699-41.9% | $4,085-33.2% | $6,396-57.3% |
| Admin fee / account holder | $748 | $10,844-93.1% | $9,256-91.9% | $12,562-94.0% |