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 | $148,461 | $70,418+110.8% | $96,570+53.7% | $85,847+72.9% |
| Participation rate | 57.7% | 61.8%-4.1pp | 69.8%-12.1pp | 69.3%-11.6pp |
| Annual return | 13.16% | 18.59%-5.4pp | 37.79%-24.6pp | 318.61%-305.4pp |
| Employer contribution / active EE | $823 | $1,413-41.8% | $2,357-65.1% | $2,565-67.9% |
| Participant deferral / active EE | $1,747 | $2,894-39.6% | $3,849-54.6% | $3,952-55.8% |
| Admin fee / account holder | $24,770 | $4,995+395.9% | $6,182+300.7% | $6,261+295.6% |