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 | $133,976 | $108,882+23.0% | $96,754+38.5% | $154,746-13.4% |
| Participation rate | 36.4% | 75.1%-38.7pp | 70.3%-33.9pp | 80.7%-44.3pp |
| Annual return | 11.80% | 98.39%-86.6pp | 82.04%-70.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $917 | $3,018-69.6% | $2,679-65.8% | $4,379-79.1% |
| Participant deferral / active EE | $3,467 | $5,323-34.9% | $4,758-27.1% | $6,730-48.5% |
| Admin fee / account holder | $2,551 | $10,200-75.0% | $8,905-71.4% | $14,365-82.2% |