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 | $169,044 | $63,346+166.9% | $92,240+83.3% | $70,126+141.1% |
| Participation rate | 36.0% | 68.7%-32.7pp | 76.5%-40.5pp | 69.5%-33.5pp |
| Annual return | 17.36% | 530.19%-512.8pp | 176.29%-158.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $867 | $2,471-64.9% | $3,680-76.4% | $2,343-63.0% |
| Participant deferral / active EE | $3,460 | $2,854+21.2% | $3,897-11.2% | $3,332+3.8% |
| Admin fee / account holder | $1,696 | $3,841-55.8% | $5,194-67.4% | $4,645-63.5% |