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 | $146,135 | $106,280+37.5% | $96,538+51.4% | $139,487+4.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 23.14% | 38.48%-15.3pp | 35.74%-12.6pp | 373.84%-350.7pp |
| Employer contribution / active EE | $1,144 | $4,107-72.1% | $3,740-69.4% | $4,755-75.9% |
| Participant deferral / active EE | $2,926 | $5,457-46.4% | $4,880-40.1% | $6,713-56.4% |
| Admin fee / account holder | $2,577 | $7,888-67.3% | $6,737-61.8% | $11,407-77.4% |