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 | $98,161 | $88,672+10.7% | $105,223-6.7% | $82,448+19.1% |
| Participation rate | 24.2% | 67.9%-43.7pp | 75.0%-50.9pp | 68.1%-43.9pp |
| Annual return | 15.22% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,223 | $3,048-59.9% | $3,689-66.8% | $2,551-52.1% |
| Participant deferral / active EE | $2,361 | $4,036-41.5% | $5,072-53.5% | $4,139-43.0% |
| Admin fee / account holder | $23,003 | $7,146+221.9% | $8,859+159.7% | $7,234+218.0% |