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 | $157,752 | $51,642+205.5% | $129,384+21.9% | $80,935+94.9% |
| Participation rate | 36.6% | 56.9%-20.3pp | 69.6%-33.0pp | 67.7%-31.1pp |
| Annual return | 12.23% | 20.78%-8.5pp | 9461.77%-9449.5pp | 35.66%-23.4pp |
| Employer contribution / active EE | $711 | $1,583-55.1% | $4,153-82.9% | $2,757-74.2% |
| Participant deferral / active EE | $2,449 | $2,670-8.3% | $4,166-41.2% | $4,299-43.0% |
| Admin fee / account holder | $9,784 | $4,312+126.9% | $7,686+27.3% | $6,924+41.3% |