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 | $215,000 | $156,398+37.5% | $147,318+45.9% | $138,895+54.8% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.0pp | 79.9%-32.9pp |
| Annual return | 20.41% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,270 | $4,853-53.2% | $4,593-50.6% | $4,194-45.9% |
| Participant deferral / active EE | $6,713 | $8,237-18.5% | $7,906-15.1% | $6,396+5.0% |
| Admin fee / account holder | $2,485 | $14,976-83.4% | $13,708-81.9% | $12,562-80.2% |