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 | $164,058 | $110,410+48.6% | $102,437+60.2% | $145,897+12.4% |
| Participation rate | 43.5% | 77.9%-34.5pp | 74.5%-31.0pp | 80.3%-36.8pp |
| Annual return | 14.11% | 24.85%-10.7pp | 24.95%-10.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,390 | $4,217-67.0% | $3,871-64.1% | $4,663-70.2% |
| Participant deferral / active EE | $3,435 | $5,622-38.9% | $5,060-32.1% | $6,689-48.7% |
| Admin fee / account holder | $917 | $9,745-90.6% | $8,388-89.1% | $13,390-93.2% |