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 | $218,955 | $172,111+27.2% | $150,298+45.7% | $137,256+59.5% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 22.10% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,154 | $4,636-75.1% | $4,154-72.2% | $4,156-72.2% |
| Participant deferral / active EE | $2,901 | $6,166-53.0% | $5,453-46.8% | $6,407-54.7% |
| Admin fee / account holder | $3,762 | $16,471-77.2% | $14,116-73.3% | $12,270-69.3% |