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 | $177,236 | $66,431+166.8% | $109,916+61.2% | $85,851+106.4% |
| Participation rate | 15.4% | 63.9%-48.5pp | 74.2%-58.8pp | 69.3%-53.9pp |
| Annual return | 12.07% | 19.59%-7.5pp | 29.46%-17.4pp | 318.63%-306.6pp |
| Employer contribution / active EE | $540 | $1,688-68.0% | $2,844-81.0% | $2,565-78.9% |
| Participant deferral / active EE | $1,630 | $2,844-42.7% | $4,047-59.7% | $3,952-58.8% |
| Admin fee / account holder | $1,267 | $4,559-72.2% | $6,069-79.1% | $6,261-79.8% |