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 | $94,242 | $88,186+6.9% | $165,071-42.9% | $74,459+26.6% |
| Participation rate | 55.9% | 73.1%-17.3pp | 78.6%-22.8pp | 67.2%-11.4pp |
| Annual return | 21.05% | 17.13%+3.9pp | 70.17%-49.1pp | 1369.70%-1348.6pp |
| Employer contribution / active EE | $1,745 | $2,600-32.9% | $4,347-59.9% | $2,626-33.6% |
| Participant deferral / active EE | $3,421 | $4,505-24.1% | $6,035-43.3% | $4,350-21.4% |
| Admin fee / account holder | $1,663 | $2,234-25.6% | $12,695-86.9% | $1,945-14.5% |