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 | $177,300 | $35,183+403.9% | $73,550+141.1% | $70,126+152.8% |
| Participation rate | 7.4% | 42.9%-35.5pp | 54.9%-47.5pp | 69.5%-62.1pp |
| Annual return | 20.97% | 26.90%-5.9pp | -15.16%+36.1pp | 73.15%-52.2pp |
| Employer contribution / active EE | $167 | $709-76.4% | $1,219-86.3% | $2,343-92.9% |
| Participant deferral / active EE | $770 | $1,220-36.9% | $1,804-57.3% | $3,332-76.9% |
| Admin fee / account holder | $688 | $2,302-70.1% | $2,320-70.4% | $4,645-85.2% |