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 | $84,720 | $29,319+189.0% | $52,425+61.6% | $82,448+2.8% |
| Participation rate | 22.0% | 46.9%-24.9pp | 55.6%-33.7pp | 68.1%-46.1pp |
| Annual return | 17.25% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $306 | $586-47.8% | $914-66.5% | $2,551-88.0% |
| Participant deferral / active EE | $601 | $1,171-48.7% | $1,790-66.4% | $4,139-85.5% |
| Admin fee / account holder | $1,195 | $1,962-39.1% | $2,495-52.1% | $7,234-83.5% |