Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $184,530 | $29,319+529.4% | $52,425+252.0% | $82,448+123.8% |
| Participation rate | 12.8% | 46.9%-34.0pp | 55.6%-42.8pp | 68.1%-55.2pp |
| Annual return | 20.84% | 535.20%-514.4pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $280 | $586-52.3% | $914-69.4% | $2,551-89.0% |
| Participant deferral / active EE | $1,535 | $1,171+31.0% | $1,790-14.3% | $4,139-62.9% |
| Admin fee / account holder | $2,498 | $1,962+27.3% | $2,495+0.1% | $7,234-65.5% |