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 | $127,203 | $52,279+143.3% | $89,435+42.2% | $79,856+59.3% |
| Participation rate | 27.8% | 57.5%-29.8pp | 68.0%-40.2pp | 69.6%-41.9pp |
| Annual return | 20.74% | 22.16%-1.4pp | 245.55%-224.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,550 | $1,572-1.4% | $2,587-40.1% | $2,471-37.3% |
| Participant deferral / active EE | $2,010 | $2,740-26.7% | $3,890-48.3% | $3,741-46.3% |
| Admin fee / account holder | $809 | $3,356-75.9% | $4,884-83.4% | $5,306-84.8% |