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 | $63,987 | $52,353+22.2% | $120,225-46.8% | $82,448-22.4% |
| Participation rate | 31.9% | 58.3%-26.4pp | 69.6%-37.7pp | 68.1%-36.2pp |
| Annual return | 17.71% | 61.85%-44.1pp | 439.23%-421.5pp | 41.64%-23.9pp |
| Employer contribution / active EE | $888 | $1,510-41.2% | $3,475-74.4% | $2,551-65.2% |
| Participant deferral / active EE | $2,267 | $2,627-13.7% | $3,999-43.3% | $4,139-45.2% |
| Admin fee / account holder | $2,994 | $4,363-31.4% | $5,696-47.4% | $7,234-58.6% |