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 | $185,932 | $57,140+225.4% | $85,240+118.1% | $80,959+129.7% |
| Participation rate | 14.7% | 56.4%-41.7pp | 67.5%-52.9pp | 67.7%-53.0pp |
| Annual return | 22.34% | 21.71%+0.6pp | 66.75%-44.4pp | 35.67%-13.3pp |
| Employer contribution / active EE | $805 | $1,802-55.3% | $2,735-70.6% | $2,757-70.8% |
| Participant deferral / active EE | $2,398 | $3,115-23.0% | $4,527-47.0% | $4,300-44.2% |
| Admin fee / account holder | $19,538 | $4,992+291.4% | $6,165+216.9% | $6,925+182.1% |