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 | $157,803 | $96,731+63.1% | $123,973+27.3% | $86,983+81.4% |
| Participation rate | 42.3% | 70.0%-27.7pp | 76.7%-34.4pp | 69.5%-27.2pp |
| Annual return | 14.55% | 17.33%-2.8pp | 388.13%-373.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,619 | $3,297-50.9% | $4,126-60.8% | $2,584-37.4% |
| Participant deferral / active EE | $1,897 | $4,152-54.3% | $5,247-63.8% | $4,194-54.8% |
| Admin fee / account holder | $726 | $8,722-91.7% | $11,799-93.9% | $7,856-90.8% |