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 | $184,564 | $93,346+97.7% | $71,796+157.1% | $273,972-32.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 6.14% | 130.39%-124.3pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $14,119 | $2,733+416.5% | $1,924+633.7% | $4,869+190.0% |
| Participant deferral / active EE | $6,805 | $3,475+95.8% | $2,794+143.5% | $5,287+28.7% |
| Admin fee / account holder | $3,359 | $6,571-48.9% | $4,815-30.2% | $10,133-66.8% |