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 | $146,611 | $56,116+161.3% | $135,768+8.0% | $86,983+68.6% |
| Participation rate | 58.8% | 60.1%-1.3pp | 71.1%-12.3pp | 69.5%-10.7pp |
| Annual return | 17.68% | 125.33%-107.6pp | 526.10%-508.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $4,493 | $1,528+194.1% | $3,394+32.4% | $2,584+73.8% |
| Participant deferral / active EE | $7,794 | $2,690+189.8% | $3,977+96.0% | $4,194+85.8% |
| Admin fee / account holder | $1,387 | $4,314-67.8% | $7,048-80.3% | $7,856-82.3% |