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 | $177,164 | $69,118+156.3% | $53,647+230.2% | $138,895+27.6% |
| Participation rate | 54.5% | 64.0%-9.4pp | 56.3%-1.7pp | 79.9%-25.4pp |
| Annual return | 8.01% | 248.26%-240.2pp | 358.33%-350.3pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,472 | $1,189+107.8% | $962+157.0% | $4,194-41.1% |
| Participant deferral / active EE | $6,643 | $2,274+192.1% | $1,813+266.4% | $6,396+3.9% |
| Admin fee / account holder | $882 | $2,724-67.6% | $2,460-64.1% | $12,562-93.0% |