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 | $91,809 | $58,234+57.7% | $81,783+12.3% | $80,874+13.5% |
| Participation rate | 36.0% | 63.4%-27.4pp | 72.4%-36.4pp | 67.6%-31.6pp |
| Annual return | 11.73% | 41.70%-30.0pp | 775.05%-763.3pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,075 | $2,341-54.1% | $2,913-63.1% | $2,756-61.0% |
| Participant deferral / active EE | $3,095 | $3,283-5.7% | $4,320-28.4% | $4,297-28.0% |
| Admin fee / account holder | $2,070 | $4,982-58.5% | $7,380-72.0% | $6,935-70.2% |