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 | $213,998 | $69,118+209.6% | $53,647+298.9% | $138,895+54.1% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 15.46% | 248.26%-232.8pp | 358.33%-342.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,375 | $1,189+15.6% | $962+42.9% | $4,194-67.2% |
| Participant deferral / active EE | $5,583 | $2,274+145.5% | $1,813+207.9% | $6,396-12.7% |
| Admin fee / account holder | $30,403 | $2,724+1016.1% | $2,460+1135.9% | $12,562+142.0% |