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 | $107,866 | $108,882-0.9% | $96,754+11.5% | $154,746-30.3% |
| Participation rate | 31.3% | 75.1%-43.8pp | 70.3%-39.0pp | 80.7%-49.5pp |
| Annual return | 19.89% | 98.39%-78.5pp | 82.04%-62.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $399 | $3,018-86.8% | $2,679-85.1% | $4,379-90.9% |
| Participant deferral / active EE | $2,039 | $5,323-61.7% | $4,758-57.1% | $6,730-69.7% |
| Admin fee / account holder | $1,634 | $10,200-84.0% | $8,905-81.7% | $14,365-88.6% |