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 | $160,978 | $58,311+176.1% | $81,882+96.6% | $80,959+98.8% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 12.53% | 41.85%-29.3pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,424 | $2,347+3.3% | $2,916-16.9% | $2,757-12.1% |
| Participant deferral / active EE | $4,786 | $3,287+45.6% | $4,323+10.7% | $4,300+11.3% |
| Admin fee / account holder | $16,547 | $4,752+248.2% | $7,360+124.8% | $6,925+138.9% |