Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,646 | $51,638+65.9% | $68,368+25.3% | $82,448+3.9% |
| Participation rate | 7.7% | 63.6%-55.9pp | 73.8%-66.1pp | 68.1%-60.4pp |
| Annual return | 20.59% | 37.53%-16.9pp | 292.57%-272.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $324 | $2,047-84.2% | $2,649-87.8% | $2,551-87.3% |
| Participant deferral / active EE | $596 | $2,914-79.5% | $4,123-85.5% | $4,139-85.6% |
| Admin fee / account holder | $787 | $4,643-83.1% | $5,150-84.7% | $7,234-89.1% |