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 | $181,377 | $85,094+113.1% | $76,327+137.6% | $145,884+24.3% |
| Participation rate | 25.0% | 82.9%-57.9pp | 79.2%-54.2pp | 80.3%-55.3pp |
| Annual return | 14.72% | 13.13%+1.6pp | 13.79%+0.9pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,188 | $6,390+12.5% | $5,478+31.2% | $6,690+7.4% |
| Admin fee / account holder | $2,869 | $5,773-50.3% | $5,139-44.2% | $13,392-78.6% |