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 | $93,818 | $77,901+20.4% | $149,717-37.3% | $75,181+24.8% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-35.9pp |
| Annual return | 21.68% | 31.73%-10.0pp | 134.41%-112.7pp | 160.69%-139.0pp |
| Employer contribution / active EE | $554 | $3,137-82.3% | $4,820-88.5% | $2,671-79.3% |
| Participant deferral / active EE | $2,143 | $3,411-37.2% | $5,682-62.3% | $4,126-48.1% |
| Admin fee / account holder | $2,500 | $5,949-58.0% | $13,213-81.1% | $5,650-55.8% |