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 | $174,476 | $102,638+70.0% | $81,982+112.8% | $158,982+9.7% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 17.76% | 61.05%-43.3pp | 41.31%-23.6pp | 302.99%-285.2pp |
| Employer contribution / active EE | $616 | $3,241-81.0% | $2,498-75.4% | $4,763-87.1% |
| Participant deferral / active EE | $1,854 | $4,649-60.1% | $3,722-50.2% | $5,983-69.0% |
| Admin fee / account holder | $1,139 | $8,237-86.2% | $5,665-79.9% | $11,252-89.9% |