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 | $89,259+177.2% | $107,187+130.8% | $82,637+199.4% |
| Participation rate | 30.2% | 67.9%-37.7pp | 75.0%-44.8pp | 68.1%-37.8pp |
| Annual return | 12.92% | 21.02%-8.1pp | 204.55%-191.6pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,353 | $3,080-23.6% | $3,782-37.8% | $2,552-7.8% |
| Participant deferral / active EE | $2,678 | $4,037-33.7% | $5,096-47.4% | $4,126-35.1% |
| Admin fee / account holder | $4,678 | $7,381-36.6% | $9,162-48.9% | $7,339-36.3% |