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 | $180,018 | $103,000+74.8% | $90,300+99.4% | $152,885+17.7% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 22.84% | 95.19%-72.4pp | 78.11%-55.3pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,039 | $3,138-66.9% | $2,854-63.6% | $4,763-78.2% |
| Participant deferral / active EE | $5,468 | $4,281+27.7% | $3,884+40.8% | $5,851-6.5% |
| Admin fee / account holder | $1,220 | $6,173-80.2% | $5,353-77.2% | $11,598-89.5% |