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 | $193,979 | $58,311+232.7% | $81,882+136.9% | $80,959+139.6% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.4%-31.6pp | 67.7%-26.9pp |
| Annual return | 16.69% | 41.85%-25.2pp | 779.47%-762.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,880 | $2,347-19.9% | $2,916-35.5% | $2,757-31.8% |
| Participant deferral / active EE | $4,912 | $3,287+49.5% | $4,323+13.6% | $4,300+14.2% |
| Admin fee / account holder | $1,080 | $4,752-77.3% | $7,360-85.3% | $6,925-84.4% |