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 | $243,253 | $117,444+107.1% | $99,479+144.5% | $152,909+59.1% |
| Participation rate | 58.3% | 77.5%-19.2pp | 73.8%-15.5pp | 82.5%-24.1pp |
| Annual return | 15.40% | 31.87%-16.5pp | 30.72%-15.3pp | 345.46%-330.1pp |
| Employer contribution / active EE | $1,149 | $3,014-61.9% | $2,540-54.8% | $4,764-75.9% |
| Participant deferral / active EE | $3,748 | $4,086-8.3% | $3,619+3.6% | $5,851-35.9% |
| Admin fee / account holder | $2,318 | $7,635-69.6% | $6,253-62.9% | $11,601-80.0% |