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 | $207,665 | $124,351+67.0% | $109,188+90.2% | $167,553+23.9% |
| Participation rate | 58.8% | 79.4%-20.6pp | 75.9%-17.1pp | 82.1%-23.3pp |
| Annual return | 19.07% | 26.04%-7.0pp | 25.76%-6.7pp | 478.89%-459.8pp |
| Employer contribution / active EE | $1,789 | $4,210-57.5% | $3,723-51.9% | $4,840-63.0% |
| Participant deferral / active EE | $5,882 | $5,257+11.9% | $4,654+26.4% | $6,343-7.3% |
| Admin fee / account holder | $6,680 | $7,975-16.2% | $6,755-1.1% | $12,316-45.8% |