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 | $94,388 | $116,190-18.8% | $93,614+0.8% | $152,885-38.3% |
| Participation rate | 54.5% | 78.0%-23.5pp | 75.8%-21.3pp | 82.5%-27.9pp |
| Annual return | 19.64% | 35.96%-16.3pp | 32.76%-13.1pp | 345.39%-325.8pp |
| Employer contribution / active EE | $1,565 | $3,219-51.4% | $2,718-42.4% | $4,763-67.1% |
| Participant deferral / active EE | $2,509 | $4,604-45.5% | $4,069-38.3% | $5,851-57.1% |
| Admin fee / account holder | $954 | $10,749-91.1% | $7,889-87.9% | $11,598-91.8% |