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 | $196,498 | $124,346+58.0% | $111,308+76.5% | $167,536+17.3% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 18.14% | 37.45%-19.3pp | 54.67%-36.5pp | 478.82%-460.7pp |
| Employer contribution / active EE | $1,195 | $3,437-65.2% | $2,732-56.3% | $4,839-75.3% |
| Participant deferral / active EE | $2,789 | $5,182-46.2% | $4,487-37.8% | $6,342-56.0% |
| Admin fee / account holder | $1,372 | $10,621-87.1% | $7,965-82.8% | $12,315-88.9% |