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 | $219,540 | $72,071+204.6% | $68,368+221.1% | $137,256+59.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 15.38% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $857 | $2,788-69.3% | $2,649-67.6% | $4,156-79.4% |
| Participant deferral / active EE | $1,771 | $4,410-59.9% | $4,123-57.1% | $6,407-72.4% |
| Admin fee / account holder | $3,765 | $5,336-29.4% | $5,150-26.9% | $12,270-69.3% |