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 | $188,722 | $103,038+83.2% | $90,324+108.9% | $152,909+23.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 20.45% | 95.25%-74.8pp | 78.15%-57.7pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,445 | $3,141-54.0% | $2,856-49.4% | $4,764-69.7% |
| Participant deferral / active EE | $2,917 | $4,282-31.9% | $3,885-24.9% | $5,851-50.1% |
| Admin fee / account holder | $1,670 | $6,177-73.0% | $5,356-68.8% | $11,601-85.6% |