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 | $244,565 | $81,331+200.7% | $155,534+57.2% | $80,935+202.2% |
| Participation rate | 46.2% | 66.3%-20.1pp | 78.2%-32.1pp | 67.7%-21.5pp |
| Annual return | 23.54% | 33.37%-9.8pp | 64.92%-41.4pp | 35.66%-12.1pp |
| Employer contribution / active EE | $1,882 | $3,105-39.4% | $4,675-59.7% | $2,757-31.7% |
| Participant deferral / active EE | $4,375 | $3,454+26.7% | $5,630-22.3% | $4,299+1.8% |
| Admin fee / account holder | $56,977 | $7,999+612.3% | $15,900+258.4% | $6,924+722.9% |