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 | $90,066 | $166,131-45.8% | $164,975-45.4% | $145,877-38.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 20.03% | 100.37%-80.3pp | 70.12%-50.1pp | 551.28%-531.3pp |
| Employer contribution / active EE | $1,372 | $5,276-74.0% | $4,343-68.4% | $4,663-70.6% |
| Participant deferral / active EE | $2,071 | $6,962-70.3% | $6,033-65.7% | $6,691-69.0% |
| Admin fee / account holder | $832 | $16,648-95.0% | $12,688-93.4% | $13,402-93.8% |