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 | $99,668 | $56,431+76.6% | $130,788-23.8% | $87,485+13.9% |
| Participation rate | 31.3% | 58.9%-27.7pp | 70.1%-38.9pp | 68.9%-37.7pp |
| Annual return | 16.95% | 91.27%-74.3pp | 386.44%-369.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $845 | $1,549-45.5% | $3,558-76.3% | $2,596-67.5% |
| Participant deferral / active EE | $2,959 | $2,749+7.6% | $4,137-28.5% | $4,274-30.8% |
| Admin fee / account holder | $5,658 | $4,433+27.6% | $6,673-15.2% | $7,775-27.2% |