Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $162,564 | $27,800+484.8% | $58,544+177.7% | $71,495+127.4% |
| Participation rate | 6.2% | 34.6%-28.4pp | 50.9%-44.6pp | 67.9%-61.7pp |
| Annual return | 17.18% | 26.80%-9.6pp | 4249.56%-4232.4pp | 28.85%-11.7pp |
| Employer contribution / active EE | $266 | $632-57.9% | $1,053-74.8% | $2,589-89.7% |
| Participant deferral / active EE | $916 | $1,208-24.1% | $1,923-52.3% | $4,291-78.6% |
| Admin fee / account holder | $2,900 | $1,637+77.1% | $2,520+15.1% | $1,588+82.6% |