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 | $215,354 | $119,143+80.8% | $88,632+143.0% | $152,909+40.8% |
| Participation rate | 33.3% | 73.4%-40.1pp | 68.8%-35.4pp | 82.5%-49.1pp |
| Annual return | 12.60% | 48.12%-35.5pp | 43.75%-31.1pp | 345.46%-332.9pp |
| Employer contribution / active EE | $932 | $2,675-65.2% | $2,101-55.7% | $4,764-80.4% |
| Participant deferral / active EE | $4,800 | $3,555+35.0% | $2,917+64.6% | $5,851-18.0% |
| Admin fee / account holder | $2,439 | $5,875-58.5% | $4,308-43.4% | $11,601-79.0% |