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 | $143,607 | $93,345+53.8% | $119,126+20.6% | $87,485+64.2% |
| Participation rate | 61.1% | 68.7%-7.6pp | 75.8%-14.6pp | 68.9%-7.8pp |
| Annual return | 13.33% | 19.08%-5.8pp | 282.11%-268.8pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,813 | $3,172-42.8% | $4,034-55.0% | $2,596-30.2% |
| Participant deferral / active EE | $6,473 | $4,099+57.9% | $5,318+21.7% | $4,274+51.5% |
| Admin fee / account holder | $3,202 | $8,039-60.2% | $10,693-70.1% | $7,775-58.8% |