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 | $123,543 | $99,652+24.0% | $78,778+56.8% | $147,586-16.3% |
| Participation rate | 38.1% | 76.2%-38.1pp | 69.2%-31.1pp | 82.8%-44.7pp |
| Annual return | 13.93% | 47.28%-33.4pp | 35.62%-21.7pp | 578.59%-564.7pp |
| Employer contribution / active EE | $677 | $2,796-75.8% | $1,986-65.9% | $4,876-86.1% |
| Participant deferral / active EE | $2,969 | $3,664-18.9% | $2,958+0.4% | $5,439-45.4% |
| Admin fee / account holder | $1,662 | $7,155-76.8% | $5,134-67.6% | $10,886-84.7% |