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 | $150,022 | $49,199+204.9% | $121,210+23.8% | $75,177+99.6% |
| Participation rate | 47.2% | 55.4%-8.3pp | 69.5%-22.4pp | 67.2%-20.0pp |
| Annual return | 16.31% | 56.04%-39.7pp | 987.41%-971.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $886 | $1,547-42.8% | $4,171-78.8% | $2,671-66.8% |
| Participant deferral / active EE | $3,540 | $2,630+34.6% | $4,084-13.3% | $4,126-14.2% |
| Admin fee / account holder | $3,303 | $3,946-16.3% | $5,647-41.5% | $5,651-41.6% |