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 | $224,189 | $156,616+43.1% | $133,346+68.1% | $198,609+12.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 14.46% | 44.25%-29.8pp | 36.85%-22.4pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,770 | $3,368-47.4% | $2,853-38.0% | $5,055-65.0% |
| Participant deferral / active EE | $3,670 | $4,920-25.4% | $4,332-15.3% | $6,977-47.4% |
| Admin fee / account holder | $660 | $17,468-96.2% | $14,264-95.4% | $19,030-96.5% |