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 | $187,105 | $94,031+99.0% | $115,768+61.6% | $82,448+126.9% |
| Participation rate | 21.9% | 70.4%-48.5pp | 74.4%-52.5pp | 68.1%-46.2pp |
| Annual return | 12.58% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $876 | $2,323-62.3% | $2,940-70.2% | $2,551-65.7% |
| Participant deferral / active EE | $2,297 | $3,972-42.2% | $4,917-53.3% | $4,139-44.5% |
| Admin fee / account holder | $69,299 | $10,249+576.1% | $12,439+457.1% | $7,234+857.9% |