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 | $242,265 | $88,996+172.2% | $78,004+210.6% | $138,895+74.4% |
| Participation rate | 52.9% | 74.4%-21.4pp | 69.4%-16.5pp | 79.9%-27.0pp |
| Annual return | 14.25% | 28.03%-13.8pp | 31.07%-16.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,269 | $2,917-56.5% | $2,469-48.6% | $4,194-69.7% |
| Participant deferral / active EE | $4,488 | $4,724-5.0% | $4,092+9.7% | $6,396-29.8% |
| Admin fee / account holder | $6,695 | $8,807-24.0% | $7,578-11.6% | $12,562-46.7% |