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 | $171,183 | $106,280+61.1% | $96,538+77.3% | $139,487+22.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.22% | 38.48%-21.3pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,499 | $4,107-63.5% | $3,740-59.9% | $4,755-68.5% |
| Participant deferral / active EE | $5,863 | $5,457+7.5% | $4,880+20.1% | $6,713-12.7% |
| Admin fee / account holder | $2,505 | $7,888-68.2% | $6,737-62.8% | $11,407-78.0% |