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 | $147,370 | $78,423+87.9% | $95,964+53.6% | $79,856+84.5% |
| Participation rate | 59.0% | 73.5%-14.5pp | 77.1%-18.1pp | 69.6%-10.7pp |
| Annual return | 16.75% | 19.37%-2.6pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $902 | $1,945-53.6% | $2,541-64.5% | $2,471-63.5% |
| Participant deferral / active EE | $2,865 | $3,440-16.7% | $4,167-31.2% | $3,741-23.4% |
| Admin fee / account holder | $14,036 | $5,622+149.7% | $6,797+106.5% | $5,306+164.5% |