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 | $112,307 | $29,733+277.7% | $56,025+100.5% | $80,959+38.7% |
| Participation rate | 43.3% | 41.7%+1.6pp | 52.5%-9.2pp | 67.7%-24.3pp |
| Annual return | 12.66% | 35.28%-22.6pp | 1712.69%-1700.0pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,080 | $672+60.7% | $1,042+3.7% | $2,757-60.8% |
| Participant deferral / active EE | $3,306 | $1,229+168.9% | $1,955+69.1% | $4,300-23.1% |
| Admin fee / account holder | $3,119 | $2,434+28.2% | $2,828+10.3% | $6,925-55.0% |