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 | $178,844 | $149,679+19.5% | $117,039+52.8% | $147,586+21.2% |
| Participation rate | 64.3% | 83.5%-19.2pp | 77.2%-12.9pp | 82.8%-18.5pp |
| Annual return | 11.84% | 19.31%-7.5pp | 18.95%-7.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,994 | $4,937-59.6% | $3,785-47.3% | $4,876-59.1% |
| Participant deferral / active EE | $8,938 | $4,912+82.0% | $3,929+127.4% | $5,439+64.3% |
| Admin fee / account holder | $6,219 | $7,856-20.8% | $5,974+4.1% | $10,886-42.9% |