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 | $215,279 | $57,590+273.8% | $86,233+149.6% | $82,448+161.1% |
| Participation rate | 21.1% | 57.9%-36.8pp | 69.0%-48.0pp | 68.1%-47.0pp |
| Annual return | 16.63% | 22.41%-5.8pp | 61.39%-44.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $725 | $1,655-56.2% | $2,504-71.0% | $2,551-71.6% |
| Participant deferral / active EE | $1,937 | $3,080-37.1% | $4,559-57.5% | $4,139-53.2% |
| Admin fee / account holder | $2,011 | $4,730-57.5% | $8,342-75.9% | $7,234-72.2% |