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 | $175,692 | $101,063+73.8% | $81,473+115.6% | $147,586+19.0% |
| Participation rate | 39.1% | 74.5%-35.3pp | 68.0%-28.8pp | 82.8%-43.7pp |
| Annual return | 18.46% | 32.41%-13.9pp | 38.78%-20.3pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,035 | $3,206-67.7% | $2,568-59.7% | $4,876-78.8% |
| Participant deferral / active EE | $2,561 | $4,242-39.6% | $3,537-27.6% | $5,439-52.9% |
| Admin fee / account holder | $472 | $5,812-91.9% | $4,561-89.7% | $10,886-95.7% |