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 | $85,203 | $58,311+46.1% | $81,882+4.1% | $80,959+5.2% |
| Participation rate | 31.3% | 63.5%-32.2pp | 72.4%-41.1pp | 67.7%-36.4pp |
| Annual return | 11.44% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $347 | $2,347-85.2% | $2,916-88.1% | $2,757-87.4% |
| Participant deferral / active EE | $1,968 | $3,287-40.1% | $4,323-54.5% | $4,300-54.2% |
| Admin fee / account holder | $1,347 | $4,752-71.7% | $7,360-81.7% | $6,925-80.6% |