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 | $179,522 | $65,961+172.2% | $180,320-0.4% | $94,015+91.0% |
| Participation rate | 50.0% | 61.3%-11.3pp | 71.5%-21.5pp | 70.8%-20.8pp |
| Annual return | 20.68% | 14.27%+6.4pp | 778.54%-757.9pp | 17.84%+2.8pp |
| Employer contribution / active EE | $1,524 | $1,737-12.3% | $4,108-62.9% | $2,790-45.4% |
| Participant deferral / active EE | $6,624 | $3,003+120.6% | $4,304+53.9% | $4,249+55.9% |
| Admin fee / account holder | $17,589 | $4,901+258.9% | $10,000+75.9% | $8,951+96.5% |