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 | $99,048 | $65,555+51.1% | $86,216+14.9% | $75,173+31.8% |
| Participation rate | 41.7% | 60.5%-18.8pp | 69.0%-27.3pp | 67.2%-25.5pp |
| Annual return | 16.52% | 46.07%-29.5pp | 1169.42%-1152.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $782 | $1,553-49.7% | $2,382-67.2% | $2,671-70.7% |
| Participant deferral / active EE | $1,783 | $3,023-41.0% | $3,986-55.3% | $4,126-56.8% |
| Admin fee / account holder | $366 | $5,469-93.3% | $6,853-94.7% | $5,651-93.5% |