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 | $203,170 | $77,638+161.7% | $156,551+29.8% | $62,881+223.1% |
| Participation rate | 34.2% | 71.2%-37.0pp | 84.0%-49.8pp | 69.3%-35.1pp |
| Annual return | 8.64% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,652 | $3,444-52.0% | $5,501-70.0% | $2,281-27.6% |
| Participant deferral / active EE | $3,309 | $3,046+8.7% | $4,871-32.1% | $3,203+3.3% |
| Admin fee / account holder | $363 | $5,561-93.5% | $13,028-97.2% | $4,296-91.5% |