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 | $175,197 | $63,703+175.0% | $93,063+88.3% | $82,448+112.5% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.8pp | 68.1%-9.7pp |
| Annual return | 15.49% | -775.43%+790.9pp | 34.15%-18.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,722 | $1,729-0.4% | $2,476-30.4% | $2,551-32.5% |
| Participant deferral / active EE | $3,883 | $2,919+33.0% | $3,958-1.9% | $4,139-6.2% |
| Admin fee / account holder | $29,480 | $5,982+392.8% | $6,033+388.6% | $7,234+307.5% |