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 | $225,251 | $29,319+668.3% | $52,425+329.7% | $82,448+173.2% |
| Participation rate | 20.0% | 46.9%-26.9pp | 55.6%-35.6pp | 68.1%-48.1pp |
| Annual return | 17.55% | 535.20%-517.6pp | 302.12%-284.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $450 | $586-23.2% | $914-50.7% | $2,551-82.3% |
| Participant deferral / active EE | $1,856 | $1,171+58.4% | $1,790+3.6% | $4,139-55.2% |
| Admin fee / account holder | $4,619 | $1,962+135.4% | $2,495+85.1% | $7,234-36.2% |