Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $186,905 | $117,846+58.6% | $102,434+82.5% | $145,884+28.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 8.66% | 31.90%-23.2pp | 29.46%-20.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,221 | $3,615-66.2% | $3,023-59.6% | $4,662-73.8% |
| Participant deferral / active EE | $3,527 | $5,733-38.5% | $5,055-30.2% | $6,690-47.3% |
| Admin fee / account holder | $1,555 | $13,356-88.4% | $9,462-83.6% | $13,392-88.4% |