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 | $221,957 | $71,208+211.7% | $93,681+136.9% | $80,911+174.3% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.6%-10.5pp |
| Annual return | 14.02% | 11.27%+2.7pp | 133.47%-119.5pp | 35.63%-21.6pp |
| Employer contribution / active EE | $746 | $1,564-52.3% | $2,422-69.2% | $2,756-72.9% |
| Participant deferral / active EE | $2,929 | $4,035-27.4% | $4,415-33.7% | $4,297-31.8% |
| Admin fee / account holder | $19,392 | $6,951+179.0% | $8,290+133.9% | $6,935+179.6% |