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 | $247,411 | $88,672+179.0% | $105,223+135.1% | $82,448+200.1% |
| Participation rate | 30.2% | 67.9%-37.7pp | 75.0%-44.8pp | 68.1%-37.8pp |
| Annual return | 12.92% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,353 | $3,048-22.8% | $3,689-36.2% | $2,551-7.8% |
| Participant deferral / active EE | $2,678 | $4,036-33.6% | $5,072-47.2% | $4,139-35.3% |
| Admin fee / account holder | $4,678 | $7,146-34.5% | $8,859-47.2% | $7,234-35.3% |