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 | $155,019 | $52,678+194.3% | $75,784+104.6% | $59,633+160.0% |
| Participation rate | 69.2% | 67.2%+2.0pp | 75.8%-6.6pp | 68.7%+0.6pp |
| Annual return | -1.68% | 2.95%-4.6pp | 9.68%-11.4pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,934 | $2,193-11.8% | $3,323-41.8% | $2,203-12.2% |
| Participant deferral / active EE | $4,991 | $2,591+92.7% | $3,652+36.7% | $3,192+56.4% |
| Admin fee / account holder | $1,015 | $3,610-71.9% | $5,300-80.9% | $4,297-76.4% |