Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $106,834 | $52,353+104.1% | $120,225-11.1% | $82,448+29.6% |
| Participation rate | 53.8% | 58.3%-4.5pp | 69.6%-15.7pp | 68.1%-14.2pp |
| Annual return | 17.56% | 61.85%-44.3pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $919 | $1,510-39.1% | $3,475-73.6% | $2,551-64.0% |
| Participant deferral / active EE | $2,742 | $2,627+4.4% | $3,999-31.4% | $4,139-33.8% |
| Admin fee / account holder | $2,505 | $4,363-42.6% | $5,696-56.0% | $7,234-65.4% |