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 | $165,082 | $103,392+59.7% | $87,104+89.5% | $152,897+8.0% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.9%-11.9pp | 82.5%-17.5pp |
| Annual return | 21.50% | 28.10%-6.6pp | 28.19%-6.7pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,043 | $3,221-67.6% | $2,521-58.6% | $4,764-78.1% |
| Participant deferral / active EE | $7,271 | $4,778+52.2% | $4,048+79.6% | $5,851+24.3% |
| Admin fee / account holder | $3,384 | $12,194-72.3% | $7,491-54.8% | $11,599-70.8% |