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 | $177,143 | $183,592-3.5% | $155,567+13.9% | $145,959+21.4% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 17.15% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,265 | $5,315-76.2% | $4,674-72.9% | $4,661-72.9% |
| Participant deferral / active EE | $2,167 | $6,464-66.5% | $5,628-61.5% | $6,689-67.6% |
| Admin fee / account holder | $1,668 | $19,318-91.4% | $15,916-89.5% | $13,398-87.6% |