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 | $248,912 | $99,652+149.8% | $78,778+216.0% | $147,586+68.7% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 16.00% | 47.28%-31.3pp | 35.62%-19.6pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,414 | $2,796-49.4% | $1,986-28.8% | $4,876-71.0% |
| Participant deferral / active EE | $1,790 | $3,664-51.1% | $2,958-39.5% | $5,439-67.1% |
| Admin fee / account holder | $1,273 | $7,155-82.2% | $5,134-75.2% | $10,886-88.3% |