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 | $118,540 | $58,311+103.3% | $81,882+44.8% | $80,959+46.4% |
| Participation rate | 53.3% | 63.5%-10.2pp | 72.4%-19.1pp | 67.7%-14.3pp |
| Annual return | 17.73% | 41.85%-24.1pp | 779.47%-761.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,516 | $2,347-35.4% | $2,916-48.0% | $2,757-45.0% |
| Participant deferral / active EE | $3,084 | $3,287-6.2% | $4,323-28.7% | $4,300-28.3% |
| Admin fee / account holder | $3,368 | $4,752-29.1% | $7,360-54.2% | $6,925-51.4% |