Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $164,063 | $55,930+193.3% | $76,089+115.6% | $80,925+102.7% |
| Participation rate | 48.9% | 62.1%-13.1pp | 69.1%-20.2pp | 67.7%-18.7pp |
| Annual return | 10.32% | 20.58%-10.3pp | 360.94%-350.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,209 | $1,866-35.2% | $2,690-55.1% | $2,756-56.1% |
| Participant deferral / active EE | $3,962 | $3,051+29.9% | $4,259-7.0% | $4,299-7.8% |
| Admin fee / account holder | $3,545 | $5,241-32.4% | $6,418-44.8% | $6,940-48.9% |