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 | $128,911 | $88,672+45.4% | $105,223+22.5% | $82,448+56.4% |
| Participation rate | 19.6% | 67.9%-48.3pp | 75.0%-55.4pp | 68.1%-48.4pp |
| Annual return | 16.29% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $861 | $3,048-71.7% | $3,689-76.7% | $2,551-66.2% |
| Participant deferral / active EE | $2,180 | $4,036-46.0% | $5,072-57.0% | $4,139-47.3% |
| Admin fee / account holder | $2,411 | $7,146-66.3% | $8,859-72.8% | $7,234-66.7% |