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 | $221,927 | $129,737+71.1% | $119,126+86.3% | $154,746+43.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.53% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,526 | $4,375-65.1% | $4,034-62.2% | $4,379-65.1% |
| Participant deferral / active EE | $2,314 | $5,842-60.4% | $5,318-56.5% | $6,730-65.6% |
| Admin fee / account holder | $2,222 | $11,961-81.4% | $10,693-79.2% | $14,365-84.5% |