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 | $29,733+206.2% | $56,025+62.5% | $80,959+12.4% |
| Participation rate | 53.2% | 41.7%+11.5pp | 52.5%+0.7pp | 67.7%-14.5pp |
| Annual return | 11.03% | 35.28%-24.3pp | 1712.69%-1701.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,006 | $672+49.7% | $1,042-3.5% | $2,757-63.5% |
| Participant deferral / active EE | $1,517 | $1,229+23.4% | $1,955-22.4% | $4,300-64.7% |
| Admin fee / account holder | $13,552 | $2,434+456.9% | $2,828+379.2% | $6,925+95.7% |