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 | $124,632 | $56,060+122.3% | $76,002+64.0% | $80,874+54.1% |
| Participation rate | 44.4% | 62.0%-17.6pp | 69.1%-24.6pp | 67.6%-23.2pp |
| Annual return | 19.43% | 20.54%-1.1pp | 360.07%-340.6pp | 35.62%-16.2pp |
| Employer contribution / active EE | $1,233 | $1,873-34.2% | $2,688-54.1% | $2,756-55.3% |
| Participant deferral / active EE | $2,853 | $3,051-6.5% | $4,257-33.0% | $4,297-33.6% |
| Admin fee / account holder | $546 | $5,237-89.6% | $6,414-91.5% | $6,935-92.1% |