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 | $90,171 | $106,267-15.1% | $96,520-6.6% | $139,456-35.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 21.45% | 38.45%-17.0pp | 35.72%-14.3pp | 373.45%-352.0pp |
| Employer contribution / active EE | $1,395 | $4,105-66.0% | $3,739-62.7% | $4,753-70.6% |
| Participant deferral / active EE | $2,971 | $5,454-45.5% | $4,879-39.1% | $6,711-55.7% |
| Admin fee / account holder | $1,244 | $7,882-84.2% | $6,733-81.5% | $11,407-89.1% |