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 | $125,493 | $56,116+123.6% | $135,768-7.6% | $86,983+44.3% |
| Participation rate | 32.1% | 60.1%-28.1pp | 71.1%-39.0pp | 69.5%-37.5pp |
| Annual return | 13.52% | 125.33%-111.8pp | 526.10%-512.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,033 | $1,528-32.4% | $3,394-69.6% | $2,584-60.0% |
| Participant deferral / active EE | $1,809 | $2,690-32.7% | $3,977-54.5% | $4,194-56.9% |
| Admin fee / account holder | $32,904 | $4,314+662.8% | $7,048+366.8% | $7,856+318.9% |