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 | $230,157 | $72,269+218.5% | $101,271+127.3% | $79,852+188.2% |
| Participation rate | 31.7% | 68.5%-36.8pp | 75.8%-44.1pp | 69.6%-37.9pp |
| Annual return | 13.63% | 22.29%-8.7pp | 46.48%-32.8pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,297 | $3,282+0.5% | $4,371-24.6% | $3,740-11.8% |
| Admin fee / account holder | $9,528 | $4,401+116.5% | $5,948+60.2% | $5,306+79.6% |