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 | $207,960 | $51,638+302.7% | $68,368+204.2% | $82,448+152.2% |
| Participation rate | 16.3% | 63.6%-47.3pp | 73.8%-57.4pp | 68.1%-51.7pp |
| Annual return | 14.72% | 37.53%-22.8pp | 292.57%-277.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $611 | $2,047-70.1% | $2,649-76.9% | $2,551-76.0% |
| Participant deferral / active EE | $1,858 | $2,914-36.2% | $4,123-54.9% | $4,139-55.1% |
| Admin fee / account holder | $1,672 | $4,643-64.0% | $5,150-67.5% | $7,234-76.9% |