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 | $226,782 | $93,345+143.0% | $119,126+90.4% | $87,485+159.2% |
| Participation rate | 58.1% | 68.7%-10.7pp | 75.8%-17.7pp | 68.9%-10.9pp |
| Annual return | 15.84% | 19.08%-3.2pp | 282.11%-266.3pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,072 | $3,172-66.2% | $4,034-73.4% | $2,596-58.7% |
| Participant deferral / active EE | $5,597 | $4,099+36.6% | $5,318+5.3% | $4,274+31.0% |
| Admin fee / account holder | $13,858 | $8,039+72.4% | $10,693+29.6% | $7,775+78.2% |