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 | $92,092 | $98,766-6.8% | $149,730-38.5% | $79,852+15.3% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.5%-23.7pp | 69.6%-10.8pp |
| Annual return | 17.89% | 27.43%-9.5pp | 276.70%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,752 | $3,217-45.5% | $4,645-62.3% | $2,471-29.1% |
| Participant deferral / active EE | $4,540 | $5,681-20.1% | $6,843-33.6% | $3,740+21.4% |
| Admin fee / account holder | $332 | $6,052-94.5% | $9,310-96.4% | $5,306-93.7% |