Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $179,735 | $102,938+74.6% | $94,105+91.0% | $138,895+29.4% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 11.89% | 250.28%-238.4pp | 204.55%-192.7pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,510 | $2,732-44.7% | $2,504-39.7% | $4,194-64.0% |
| Participant deferral / active EE | $13,150 | $4,196+213.4% | $3,881+238.8% | $6,396+105.6% |
| Admin fee / account holder | $705 | $6,600-89.3% | $6,199-88.6% | $12,562-94.4% |