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 | $115,504 | $26,936+328.8% | $53,647+115.3% | $71,012+62.7% |
| Participation rate | 8.9% | 21.9%-13.0pp | 56.3%-47.4pp | 58.6%-49.7pp |
| Annual return | 17.96% | 81.59%-63.6pp | 358.33%-340.4pp | 37.67%-19.7pp |
| Employer contribution / active EE | $239 | $335-28.7% | $962-75.2% | $2,348-89.8% |
| Participant deferral / active EE | $381 | $590-35.4% | $1,813-79.0% | $3,246-88.3% |
| Admin fee / account holder | $2,059 | $2,177-5.4% | $2,460-16.3% | $1,167+76.4% |