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 | $216,864 | $123,155+76.1% | $108,753+99.4% | $155,188+39.7% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 17.06% | 44.73%-27.7pp | 37.47%-20.4pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,450 | $2,811-48.4% | $2,427-40.3% | $4,248-65.9% |
| Participant deferral / active EE | $4,666 | $4,623+0.9% | $4,115+13.4% | $6,531-28.6% |
| Admin fee / account holder | $17,414 | $12,126+43.6% | $10,320+68.7% | $14,480+20.3% |