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 | $190,472 | $84,236+126.1% | $170,439+11.8% | $70,124+171.6% |
| Participation rate | 42.4% | 70.8%-28.4pp | 83.6%-41.2pp | 69.5%-27.1pp |
| Annual return | 13.37% | 23.06%-9.7pp | 205.94%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,817 | $3,086+153.3% | $4,939+58.3% | $3,332+134.6% |
| Admin fee / account holder | $25,940 | $5,698+355.2% | $13,881+86.9% | $4,645+458.4% |