Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,115 | $58,258+39.2% | $81,820-0.9% | $80,925+0.2% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 13.64% | 41.76%-28.1pp | 777.93%-764.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $321 | $2,345-86.3% | $2,915-89.0% | $2,756-88.4% |
| Participant deferral / active EE | $1,976 | $3,284-39.8% | $4,323-54.3% | $4,299-54.0% |
| Admin fee / account holder | $1,060 | $4,976-78.7% | $7,391-85.7% | $6,940-84.7% |