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 | $142,536 | $55,902+155.0% | $76,030+87.5% | $80,959+76.1% |
| Participation rate | 44.0% | 62.1%-18.1pp | 69.1%-25.1pp | 67.7%-23.7pp |
| Annual return | 11.52% | 20.59%-9.1pp | 361.54%-350.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,365 | $1,867-26.9% | $2,688-49.2% | $2,757-50.5% |
| Participant deferral / active EE | $2,307 | $3,051-24.4% | $4,257-45.8% | $4,300-46.4% |
| Admin fee / account holder | $384 | $5,239-92.7% | $6,421-94.0% | $6,925-94.5% |