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 | $108,019 | $116,434-7.2% | $65,583+64.7% | $139,487-22.6% |
| Participation rate | 27.3% | 67.9%-40.6pp | 65.0%-37.7pp | 80.3%-53.1pp |
| Annual return | 8.65% | 31.34%-22.7pp | 47.46%-38.8pp | 373.84%-365.2pp |
| Employer contribution / active EE | $1,404 | $2,602-46.0% | $1,692-17.0% | $4,755-70.5% |
| Participant deferral / active EE | $3,725 | $4,245-12.2% | $2,833+31.5% | $6,713-44.5% |
| Admin fee / account holder | $300 | $6,696-95.5% | $4,112-92.7% | $11,407-97.4% |