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 | $234,556 | $108,825+115.5% | $156,181+50.2% | $82,448+184.5% |
| Participation rate | 56.7% | 72.4%-15.7pp | 78.8%-22.2pp | 68.1%-11.4pp |
| Annual return | 14.73% | 20.59%-5.9pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,240 | $2,870-22.0% | $4,294-47.8% | $2,551-12.2% |
| Participant deferral / active EE | $5,944 | $4,577+29.9% | $6,132-3.1% | $4,139+43.6% |
| Admin fee / account holder | $605 | $9,341-93.5% | $14,586-95.9% | $7,234-91.6% |