Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,824 | $49,976+63.7% | $66,674+22.7% | $82,637-1.0% |
| Participation rate | 26.9% | 63.1%-36.2pp | 73.7%-46.8pp | 68.1%-41.2pp |
| Annual return | 20.44% | 39.09%-18.6pp | 321.24%-300.8pp | 53.51%-33.1pp |
| Employer contribution / active EE | $734 | $1,988-63.1% | $2,620-72.0% | $2,552-71.3% |
| Participant deferral / active EE | $2,030 | $2,847-28.7% | $4,084-50.3% | $4,126-50.8% |
| Admin fee / account holder | $2,424 | $4,594-47.2% | $5,098-52.5% | $7,339-67.0% |