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 | $108,297 | $127,779-15.2% | $106,551+1.6% | $167,518-35.4% |
| Participation rate | 61.9% | 78.3%-16.4pp | 76.1%-14.2pp | 82.1%-20.2pp |
| Annual return | 13.24% | 33.87%-20.6pp | 26.80%-13.6pp | 478.71%-465.5pp |
| Employer contribution / active EE | $1,008 | $3,427-70.6% | $2,819-64.3% | $4,838-79.2% |
| Participant deferral / active EE | $3,066 | $5,088-39.7% | $4,398-30.3% | $6,342-51.7% |
| Admin fee / account holder | $6,407 | $11,228-42.9% | $7,408-13.5% | $12,312-48.0% |