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 | $154,311 | $45,566+238.7% | $64,105+140.7% | $59,633+158.8% |
| Participation rate | 20.4% | 60.2%-39.8pp | 68.2%-47.8pp | 68.7%-48.3pp |
| Annual return | 0.05% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $536 | $934-42.6% | $1,820-70.5% | $2,203-75.7% |
| Participant deferral / active EE | $1,446 | $2,057-29.7% | $2,822-48.8% | $3,192-54.7% |
| Admin fee / account holder | $2,384 | $3,268-27.0% | $4,499-47.0% | $4,297-44.5% |