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 | $175,690 | $100,139+75.4% | $85,187+106.2% | $145,884+20.4% |
| Participation rate | 47.6% | 74.1%-26.5pp | 67.5%-19.9pp | 80.3%-32.7pp |
| Annual return | 9.51% | 84.15%-74.6pp | 66.67%-57.2pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,659 | $3,238-48.8% | $2,732-39.3% | $4,662-64.4% |
| Participant deferral / active EE | $3,425 | $5,296-35.3% | $4,525-24.3% | $6,690-48.8% |
| Admin fee / account holder | $6,366 | $7,262-12.3% | $6,162+3.3% | $13,392-52.5% |