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 | $88,291 | $157,829-44.1% | $136,867-35.5% | $198,609-55.5% |
| Participation rate | 36.4% | 77.2%-40.8pp | 74.5%-38.2pp | 82.4%-46.0pp |
| Annual return | 9.66% | 51.25%-41.6pp | 42.97%-33.3pp | 202.70%-193.0pp |
| Employer contribution / active EE | $2,551 | $3,923-35.0% | $3,547-28.1% | $5,055-49.5% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,426 | $11,107-69.2% | $10,340-66.9% | $19,030-82.0% |