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 | $189,588 | $94,031+101.6% | $115,768+63.8% | $82,448+129.9% |
| Participation rate | 37.7% | 70.4%-32.7pp | 74.4%-36.7pp | 68.1%-30.3pp |
| Annual return | 17.80% | 20.61%-2.8pp | 100.46%-82.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,226 | $2,323-47.2% | $2,940-58.3% | $2,551-51.9% |
| Participant deferral / active EE | $2,110 | $3,972-46.9% | $4,917-57.1% | $4,139-49.0% |
| Admin fee / account holder | $1,980 | $10,249-80.7% | $12,439-84.1% | $7,234-72.6% |