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 | $200,746 | $49,896+302.3% | $80,627+149.0% | $75,173+167.0% |
| Participation rate | 6.3% | 55.3%-49.1pp | 67.0%-60.8pp | 67.2%-61.0pp |
| Annual return | 15.04% | 34.67%-19.6pp | 936.76%-921.7pp | 160.72%-145.7pp |
| Employer contribution / active EE | $519 | $1,699-69.4% | $2,723-80.9% | $2,671-80.6% |
| Participant deferral / active EE | $844 | $2,992-71.8% | $4,443-81.0% | $4,126-79.5% |
| Admin fee / account holder | $1,217 | $3,578-66.0% | $5,381-77.4% | $5,651-78.5% |