Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $198,077 | $110,379+79.5% | $102,412+93.4% | $145,884+35.8% |
| Participation rate | 19.0% | 77.9%-58.9pp | 74.5%-55.5pp | 80.3%-61.3pp |
| Annual return | 16.07% | 24.84%-8.8pp | 24.94%-8.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,517 | $4,216-64.0% | $3,870-60.8% | $4,662-67.5% |
| Participant deferral / active EE | $3,472 | $5,622-38.2% | $5,060-31.4% | $6,690-48.1% |
| Admin fee / account holder | $588 | $9,745-94.0% | $8,388-93.0% | $13,392-95.6% |