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 | $91,626 | $113,338-19.2% | $94,993-3.5% | $147,586-37.9% |
| Participation rate | 47.8% | 78.0%-30.1pp | 73.9%-26.1pp | 82.8%-35.0pp |
| Annual return | 16.75% | 20.80%-4.0pp | 27.14%-10.4pp | 578.59%-561.8pp |
| Employer contribution / active EE | $709 | $3,160-77.6% | $2,603-72.8% | $4,876-85.5% |
| Participant deferral / active EE | $2,104 | $3,777-44.3% | $3,317-36.6% | $5,439-61.3% |
| Admin fee / account holder | $1,563 | $6,063-74.2% | $4,960-68.5% | $10,886-85.6% |