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 | $160,511 | $90,486+77.4% | $78,676+104.0% | $273,972-41.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.44% | 75.62%-69.2pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,000 | $3,175-68.5% | $2,850-64.9% | $4,869-79.5% |
| Participant deferral / active EE | $5,000 | $3,901+28.2% | $3,517+42.2% | $5,287-5.4% |
| Admin fee / account holder | $2,923 | $5,263-44.5% | $4,510-35.2% | $10,133-71.2% |