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 | $187,086 | $78,690+137.8% | $161,489+15.9% | $87,485+113.9% |
| Participation rate | 47.1% | 67.5%-20.4pp | 78.7%-31.6pp | 68.9%-21.9pp |
| Annual return | 16.21% | 32.74%-16.5pp | 89.72%-73.5pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,095 | $2,588-57.7% | $4,268-74.4% | $2,596-57.8% |
| Participant deferral / active EE | $2,798 | $3,311-15.5% | $5,630-50.3% | $4,274-34.5% |
| Admin fee / account holder | $12,843 | $6,724+91.0% | $16,006-19.8% | $7,775+65.2% |