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 | $155,474 | $105,929+46.8% | $81,716+90.3% | $158,966-2.2% |
| Participation rate | 55.6% | 75.6%-20.0pp | 72.0%-16.4pp | 82.0%-26.4pp |
| Annual return | 16.76% | 38.19%-21.4pp | 29.49%-12.7pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,121 | $7,802-85.6% | $4,310-74.0% | $4,762-76.5% |
| Participant deferral / active EE | $4,127 | $13,007-68.3% | $7,108-41.9% | $5,983-31.0% |
| Admin fee / account holder | $21,514 | $8,492+153.3% | $5,159+317.0% | $11,250+91.2% |