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 | $111,464 | $48,011+132.2% | $63,803+74.7% | $82,637+34.9% |
| Participation rate | 50.0% | 66.6%-16.6pp | 72.7%-22.7pp | 68.1%-18.1pp |
| Annual return | 18.46% | 19.84%-1.4pp | 543.72%-525.3pp | 53.51%-35.0pp |
| Employer contribution / active EE | $897 | $1,904-52.9% | $2,532-64.6% | $2,552-64.9% |
| Participant deferral / active EE | $3,364 | $2,846+18.2% | $3,843-12.5% | $4,126-18.5% |
| Admin fee / account holder | $5,195 | $3,873+34.1% | $5,1960% | $7,339-29.2% |