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 | $134,958 | $118,877+13.5% | $96,570+39.8% | $167,536-19.4% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 17.99% | 50.50%-32.5pp | 37.79%-19.8pp | 478.82%-460.8pp |
| Employer contribution / active EE | $480 | $3,121-84.6% | $2,357-79.6% | $4,839-90.1% |
| Participant deferral / active EE | $5,200 | $4,617+12.6% | $3,849+35.1% | $6,342-18.0% |
| Admin fee / account holder | $1,221 | $8,069-84.9% | $6,182-80.3% | $12,315-90.1% |