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 | $91,030 | $29,716+206.3% | $56,077+62.3% | $80,925+12.5% |
| Participation rate | 53.2% | 41.7%+11.5pp | 52.5%+0.7pp | 67.7%-14.5pp |
| Annual return | 11.03% | 35.30%-24.3pp | 1709.28%-1698.2pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,006 | $671+49.9% | $1,040-3.3% | $2,756-63.5% |
| Participant deferral / active EE | $1,517 | $1,228+23.5% | $1,954-22.3% | $4,299-64.7% |
| Admin fee / account holder | $13,552 | $2,432+457.3% | $2,825+379.8% | $6,940+95.3% |