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 | $214,096 | $77,472+176.4% | $100,392+113.3% | $80,935+164.5% |
| Participation rate | 48.6% | 76.9%-28.4pp | 81.5%-32.9pp | 67.7%-19.1pp |
| Annual return | 16.95% | 37.26%-20.3pp | 49.45%-32.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $311 | $2,800-88.9% | $3,941-92.1% | $2,757-88.7% |
| Participant deferral / active EE | $2,884 | $6,818-57.7% | $8,090-64.3% | $4,299-32.9% |
| Admin fee / account holder | $2,551 | $5,885-56.7% | $7,904-67.7% | $6,924-63.2% |