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 | $219,869 | $110,337+99.3% | $102,383+114.8% | $145,877+50.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 14.37% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,057 | $4,216-74.9% | $3,870-72.7% | $4,663-77.3% |
| Participant deferral / active EE | $5,461 | $5,621-2.8% | $5,060+7.9% | $6,691-18.4% |
| Admin fee / account holder | $1,608 | $9,750-83.5% | $8,391-80.8% | $13,402-88.0% |